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 4-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 | $338,687 | $150,197+125.5% | $120,368+181.4% | $145,959+132.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 8.01% | 154.26%-146.2pp | 107.26%-99.2pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,227 | $4,350-71.8% | $3,465-64.6% | $4,661-73.7% |
| Participant deferral / active EE | $3,635 | $6,174-41.1% | $4,991-27.2% | $6,689-45.7% |
| Admin fee / account holder | $1,824 | $12,216-85.1% | $9,429-80.7% | $13,398-86.4% |