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 | $258,086 | $106,749+141.8% | $145,433+77.5% | $82,448+213.0% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 13.02% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $6,487 | $3,444+88.3% | $4,554+42.4% | $2,551+154.3% |
| Participant deferral / active EE | $16,375 | $6,519+151.2% | $7,897+107.3% | $4,139+295.6% |
| Admin fee / account holder | $58,063 | $8,390+592.1% | $13,129+342.2% | $7,234+702.6% |