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 | $504,616 | $111,535+352.4% | $105,223+379.6% | $137,256+267.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 11.29% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $4,948 | $3,939+25.6% | $3,689+34.1% | $4,156+19.0% |
| Participant deferral / active EE | $13,006 | $5,500+136.5% | $5,072+156.4% | $6,407+103.0% |
| Admin fee / account holder | $33,343 | $9,721+243.0% | $8,859+276.4% | $12,270+171.7% |