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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $405,814 | $106,749+280.2% | $145,433+179.0% | $82,448+392.2% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 13.84% | 27.59%-13.8pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,560 | $3,444+32.4% | $4,554+0.1% | $2,551+78.8% |
| Participant deferral / active EE | $522 | $6,519-92.0% | $7,897-93.4% | $4,139-87.4% |
| Admin fee / account holder | $1,671 | $8,390-80.1% | $13,129-87.3% | $7,234-76.9% |