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.
Employer 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 | $337,170 | $80,812+317.2% | $160,784+109.7% | $82,448+308.9% |
| Participation rate | 73.1% | 66.2%+6.8pp | 77.0%-3.9pp | 68.1%+5.0pp |
| Annual return | 14.69% | 100.59%-85.9pp | 1803.92%-1789.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,815 | $4,335+126.4% | $6,293+56.0% | $4,139+137.1% |
| Admin fee / account holder | $3,780 | $7,695-50.9% | $9,717-61.1% | $7,234-47.8% |