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 | $574,429 | $154,228+272.5% | $145,433+295.0% | $137,256+318.5% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 7.94% | 74.59%-66.7pp | 66.58%-58.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $15,840 | $4,804+229.7% | $4,554+247.8% | $4,156+281.1% |
| Participant deferral / active EE | $14,927 | $8,216+81.7% | $7,897+89.0% | $6,407+133.0% |
| Admin fee / account holder | $7,639 | $14,344-46.7% | $13,129-41.8% | $12,270-37.7% |