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 | $262,139 | $78,520+233.9% | $96,576+171.4% | $82,448+217.9% |
| Participation rate | 97.0% | 77.7%+19.2pp | 81.4%+15.5pp | 68.1%+28.9pp |
| Annual return | 13.71% | 41.30%-27.6pp | 38.47%-24.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $16,265 | $2,630+518.6% | $3,553+357.8% | $2,551+537.6% |
| Participant deferral / active EE | $4,650 | $6,754-31.1% | $7,956-41.6% | $4,139+12.3% |
| Admin fee / account holder | $37,501 | $13,455+178.7% | $11,381+229.5% | $7,234+418.4% |