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 | $507,660 | $209,336+142.5% | $197,124+157.5% | $137,256+269.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 2.10% | 48.09%-46.0pp | 44.34%-42.2pp | 220.34%-218.2pp |
| Employer contribution / active EE | $4,045 | $6,591-38.6% | $6,227-35.0% | $4,156-2.7% |
| Participant deferral / active EE | $9,696 | $9,614+0.9% | $9,135+6.1% | $6,407+51.3% |
| Admin fee / account holder | $273,128 | $17,308+1478.1% | $16,298+1575.8% | $12,270+2126.0% |