Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,570 | $295,923+7.3% | $239,403+32.7% | $382,429-17.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 9.51% | 1.75%+7.8pp | 3.34%+6.2pp | 248.85%-239.3pp |
| Employer contribution / active EE | $3,322 | $5,859-43.3% | $4,656-28.7% | $8,036-58.7% |
| Participant deferral / active EE | $7,282 | $4,814+51.3% | $4,239+71.8% | $5,727+27.1% |
| Admin fee / account holder | $73,388 | $26,025+182.0% | $21,121+247.5% | $30,732+138.8% |