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 | $741,000 | $209,336+254.0% | $197,124+275.9% | $137,256+439.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.83% | 48.09%-43.3pp | 44.34%-39.5pp | 220.34%-215.5pp |
| Employer contribution / active EE | $13,703 | $6,591+107.9% | $6,227+120.0% | $4,156+229.7% |
| Participant deferral / active EE | $15,367 | $9,614+59.8% | $9,135+68.2% | $6,407+139.9% |
| Admin fee / account holder | $184,071 | $17,308+963.5% | $16,298+1029.4% | $12,270+1400.2% |