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 | $484,205 | $201,259+140.6% | $184,200+162.9% | $145,959+231.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.53% | 28.98%-19.4pp | 28.80%-19.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $7,233 | $7,018+3.1% | $6,424+12.6% | $4,661+55.2% |
| Participant deferral / active EE | $9,780 | $9,806-0.3% | $9,132+7.1% | $6,689+46.2% |
| Admin fee / account holder | $137,685 | $16,372+741.0% | $13,907+890.0% | $13,398+927.7% |