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 | $268,980 | $159,934+68.2% | $147,005+83.0% | $145,959+84.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.11% | 98.24%-91.1pp | 418.76%-411.7pp | 561.95%-554.8pp |
| Employer contribution / active EE | $2,318 | $5,287-56.2% | $4,934-53.0% | $4,661-50.3% |
| Participant deferral / active EE | $5,820 | $8,427-30.9% | $8,070-27.9% | $6,689-13.0% |
| Admin fee / account holder | $24,004 | $15,053+59.5% | $13,006+84.6% | $13,398+79.2% |