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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,150 | $295,923-10.1% | $239,403+11.2% | $382,429-30.4% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.2%+9.5pp | 87.7%+3.9pp |
| Annual return | 11.11% | 1.75%+9.4pp | 3.34%+7.8pp | 248.85%-237.7pp |
| Employer contribution / active EE | $3,771 | $5,859-35.6% | $4,656-19.0% | $8,036-53.1% |
| Participant deferral / active EE | $4,535 | $4,814-5.8% | $4,239+7.0% | $5,727-20.8% |
| Admin fee / account holder | $142,293 | $26,025+446.8% | $21,121+573.7% | $30,732+363.0% |