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 | $918,437 | $210,698+335.9% | $178,014+415.9% | $145,959+529.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 0.89% | 386.27%-385.4pp | 294.80%-293.9pp | 561.95%-561.1pp |
| Employer contribution / active EE | $1,988 | $4,567-56.5% | $3,950-49.7% | $4,661-57.4% |
| Participant deferral / active EE | $5,245 | $6,958-24.6% | $6,276-16.4% | $6,689-21.6% |
| Admin fee / account holder | $30,846 | $12,016+156.7% | $10,362+197.7% | $13,398+130.2% |