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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,690 | $88,672+83.5% | $105,223+54.6% | $82,448+97.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.10% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $4,111 | $3,048+34.9% | $3,689+11.4% | $2,551+61.1% |
| Participant deferral / active EE | $9,762 | $4,036+141.9% | $5,072+92.5% | $4,139+135.8% |
| Admin fee / account holder | $4,263 | $7,146-40.3% | $8,859-51.9% | $7,234-41.1% |