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 | $270,292 | $112,729+139.8% | $98,716+173.8% | $137,256+96.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 3.42% | 38.48%-35.1pp | 31.81%-28.4pp | 220.34%-216.9pp |
| Employer contribution / active EE | $838 | $2,725-69.2% | $2,279-63.2% | $4,156-79.8% |
| Participant deferral / active EE | $2,086 | $4,640-55.0% | $4,048-48.5% | $6,407-67.4% |
| Admin fee / account holder | $16,280 | $10,129+60.7% | $8,703+87.1% | $12,270+32.7% |