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 | $395,210 | $172,111+129.6% | $150,298+163.0% | $137,256+187.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.18% | 69.37%-61.2pp | 62.79%-54.6pp | 220.34%-212.2pp |
| Employer contribution / active EE | $7,749 | $4,636+67.1% | $4,154+86.5% | $4,156+86.5% |
| Participant deferral / active EE | $8,228 | $6,166+33.5% | $5,453+50.9% | $6,407+28.4% |
| Admin fee / account holder | $1,371 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |