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 | $602,456 | $112,729+434.4% | $98,716+510.3% | $137,256+338.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 6.65% | 38.48%-31.8pp | 31.81%-25.2pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,382 | $2,725-12.6% | $2,279+4.5% | $4,156-42.7% |
| Participant deferral / active EE | $9,135 | $4,640+96.9% | $4,048+125.7% | $6,407+42.6% |
| Admin fee / account holder | $152,855 | $10,129+1409.2% | $8,703+1656.4% | $12,270+1145.7% |