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 | $461,258 | $154,228+199.1% | $145,433+217.2% | $137,256+236.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 8.53% | 74.59%-66.1pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $5,021 | $4,804+4.5% | $4,554+10.2% | $4,156+20.8% |
| Participant deferral / active EE | $17,438 | $8,216+112.2% | $7,897+120.8% | $6,407+172.2% |
| Admin fee / account holder | $103,581 | $14,344+622.1% | $13,129+688.9% | $12,270+744.2% |