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 | $376,102 | $76,407+392.2% | $150,298+150.2% | $82,448+356.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 11.41% | 39.99%-28.6pp | 62.79%-51.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $10,873 | $2,614+316.0% | $4,154+161.7% | $2,551+326.2% |
| Participant deferral / active EE | $9,067 | $3,214+182.1% | $5,453+66.3% | $4,139+119.1% |
| Admin fee / account holder | $30,747 | $6,352+384.0% | $14,116+117.8% | $7,234+325.0% |