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 9-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 | $360,593 | $99,921+260.9% | $85,009+324.2% | $145,959+147.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.59% | 83.89%-80.3pp | 66.47%-62.9pp | 561.95%-558.4pp |
| Employer contribution / active EE | $17,391 | $3,233+438.0% | $2,728+537.4% | $4,661+273.1% |
| Participant deferral / active EE | $3,654 | $5,293-31.0% | $4,522-19.2% | $6,689-45.4% |
| Admin fee / account holder | $15,626 | $7,252+115.5% | $6,153+154.0% | $13,398+16.6% |