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 | $465,648 | $172,111+170.6% | $150,298+209.8% | $137,256+239.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 9.14% | 69.37%-60.2pp | 62.79%-53.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $13,210 | $4,636+184.9% | $4,154+218.0% | $4,156+217.8% |
| Participant deferral / active EE | $11,375 | $6,166+84.5% | $5,453+108.6% | $6,407+77.5% |
| Admin fee / account holder | $35,583 | $16,471+116.0% | $14,116+152.1% | $12,270+190.0% |