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 | $415,229 | $117,859+252.3% | $102,438+305.3% | $145,959+184.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.16% | 31.72%-23.6pp | 29.37%-21.2pp | 561.95%-553.8pp |
| Employer contribution / active EE | $10,473 | $3,615+189.7% | $3,024+246.4% | $4,661+124.7% |
| Participant deferral / active EE | $7,841 | $5,732+36.8% | $5,054+55.2% | $6,689+17.2% |
| Admin fee / account holder | $2,492 | $13,318-81.3% | $9,448-73.6% | $13,398-81.4% |