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 | $276,457 | $98,652+180.2% | $142,942+93.4% | $82,448+235.3% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.8%+4.7pp | 68.1%+13.5pp |
| Annual return | 12.67% | 22.65%-10.0pp | 113.70%-101.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,269 | $5,580-41.4% | $7,128-54.1% | $4,139-21.0% |
| Admin fee / account holder | $38,517 | $8,078+376.8% | $12,475+208.8% | $7,234+432.4% |