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 | $334,042 | $100,004+234.0% | $81,438+310.2% | $145,959+128.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 2.21% | 34.34%-32.1pp | 24.74%-22.5pp | 561.95%-559.7pp |
| Employer contribution / active EE | $13,435 | $2,970+352.4% | $2,460+446.1% | $4,661+188.3% |
| Participant deferral / active EE | $9,663 | $4,603+109.9% | $3,883+148.9% | $6,689+44.5% |
| Admin fee / account holder | $80,672 | $8,202+883.6% | $5,764+1299.7% | $13,398+502.1% |