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 | $251,512 | $108,825+131.1% | $156,181+61.0% | $82,448+205.1% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 9.46% | 20.59%-11.1pp | 64.87%-55.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,978 | $2,870+3.8% | $4,294-30.7% | $2,551+16.7% |
| Participant deferral / active EE | $6,343 | $4,577+38.6% | $6,132+3.4% | $4,139+53.2% |
| Admin fee / account holder | $36,347 | $9,341+289.1% | $14,586+149.2% | $7,234+402.4% |