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 | $954,899 | $154,228+519.1% | $145,433+556.6% | $137,256+595.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.39% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $12,967 | $4,804+169.9% | $4,554+184.7% | $4,156+212.0% |
| Participant deferral / active EE | $11,810 | $8,216+43.7% | $7,897+49.5% | $6,407+84.3% |
| Admin fee / account holder | $35,000 | $14,344+144.0% | $13,129+166.6% | $12,270+185.2% |