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 5-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 | $262,323 | $159,934+64.0% | $147,005+78.4% | $145,959+79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.77% | 98.24%-91.5pp | 418.76%-412.0pp | 561.95%-555.2pp |
| Employer contribution / active EE | $46,500 | $5,287+779.5% | $4,934+842.4% | $4,661+897.7% |
| Participant deferral / active EE | $22,500 | $8,427+167.0% | $8,070+178.8% | $6,689+236.4% |
| Admin fee / account holder | $2,458 | $15,053-83.7% | $13,006-81.1% | $13,398-81.7% |