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 6-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 | $312,116 | $154,228+102.4% | $145,433+114.6% | $137,256+127.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.54% | 74.59%-72.0pp | 66.58%-64.0pp | 220.34%-217.8pp |
| Employer contribution / active EE | $1,567 | $4,804-67.4% | $4,554-65.6% | $4,156-62.3% |
| Participant deferral / active EE | $11,999 | $8,216+46.0% | $7,897+51.9% | $6,407+87.3% |
| Admin fee / account holder | $34,634 | $14,344+141.5% | $13,129+163.8% | $12,270+182.3% |