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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,561 | $154,228+103.3% | $145,433+115.6% | $137,256+128.4% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 18.66% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $289 | $4,804-94.0% | $4,554-93.6% | $4,156-93.0% |
| Participant deferral / active EE | $25,333 | $8,216+208.3% | $7,897+220.8% | $6,407+295.4% |
| Admin fee / account holder | $18,396 | $14,344+28.3% | $13,129+40.1% | $12,270+49.9% |