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 | $298,640 | $111,535+167.8% | $105,223+183.8% | $137,256+117.6% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 11.39% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,423 | $3,939-13.1% | $3,689-7.2% | $4,156-17.6% |
| Participant deferral / active EE | $10,442 | $5,500+89.9% | $5,072+105.9% | $6,407+63.0% |
| Admin fee / account holder | $46,334 | $9,721+376.6% | $8,859+423.0% | $12,270+277.6% |