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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $491,063 | $209,336+134.6% | $197,124+149.1% | $137,256+257.8% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 1.49% | 48.09%-46.6pp | 44.34%-42.9pp | 220.34%-218.8pp |
| Employer contribution / active EE | $6,000 | $6,591-9.0% | $6,227-3.7% | $4,156+44.4% |
| Participant deferral / active EE | $5,517 | $9,614-42.6% | $9,135-39.6% | $6,407-13.9% |
| Admin fee / account holder | $59,045 | $17,308+241.2% | $16,298+262.3% | $12,270+381.2% |