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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,605 | $117,859+181.4% | $102,438+223.7% | $145,959+127.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 31.72%-22.4pp | 29.37%-20.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $940 | $3,615-74.0% | $3,024-68.9% | $4,661-79.8% |
| Participant deferral / active EE | $995 | $5,732-82.6% | $5,054-80.3% | $6,689-85.1% |
| Admin fee / account holder | $1,809 | $13,318-86.4% | $9,448-80.9% | $13,398-86.5% |