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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378,487 | $102,382+269.7% | $147,005+157.5% | $80,874+368.0% |
| Participation rate | 92.6% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 20.25% | 134.89%-114.6pp | 418.76%-398.5pp | 35.62%-15.4pp |
| Employer contribution / active EE | $8,488 | $3,715+128.5% | $4,934+72.0% | $2,756+208.0% |
| Participant deferral / active EE | $1,843 | $6,646-72.3% | $8,070-77.2% | $4,297-57.1% |
| Admin fee / account holder | $46,182 | $7,942+481.5% | $13,006+255.1% | $6,935+565.9% |