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 | $1,238,097 | $209,336+491.4% | $197,124+528.1% | $137,256+802.0% |
| 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 | $50,642 | $6,591+668.4% | $6,227+713.2% | $4,156+1118.5% |
| Participant deferral / active EE | $8,073 | $9,614-16.0% | $9,135-11.6% | $6,407+26.0% |
| Admin fee / account holder | $29,669 | $17,308+71.4% | $16,298+82.0% | $12,270+141.8% |