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 | $268,825 | $80,812+232.7% | $160,784+67.2% | $82,448+226.1% |
| Participation rate | 98.0% | 66.2%+31.8pp | 77.0%+21.0pp | 68.1%+29.9pp |
| Annual return | 11.80% | 100.59%-88.8pp | 1803.92%-1792.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,128 | $2,174-48.1% | $3,733-69.8% | $2,551-55.8% |
| Participant deferral / active EE | $11,303 | $4,335+160.7% | $6,293+79.6% | $4,139+173.1% |
| Admin fee / account holder | $7,456 | $7,695-3.1% | $9,717-23.3% | $7,234+3.1% |