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 | $442,620 | $209,336+111.4% | $197,124+124.5% | $137,256+222.5% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 7.54% | 48.09%-40.5pp | 44.34%-36.8pp | 220.34%-212.8pp |
| Employer contribution / active EE | $6,929 | $6,591+5.1% | $6,227+11.3% | $4,156+66.7% |
| Participant deferral / active EE | $4,697 | $9,614-51.1% | $9,135-48.6% | $6,407-26.7% |
| Admin fee / account holder | $18,446 | $17,308+6.6% | $16,298+13.2% | $12,270+50.3% |