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 | $424,394 | $159,934+165.4% | $147,005+188.7% | $145,959+190.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 98.24%-88.6pp | 418.76%-409.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $3,143 | $5,287-40.6% | $4,934-36.3% | $4,661-32.6% |
| Participant deferral / active EE | $1,178 | $8,427-86.0% | $8,070-85.4% | $6,689-82.4% |
| Admin fee / account holder | $5,346 | $15,053-64.5% | $13,006-58.9% | $13,398-60.1% |