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 | $117,746 | $209,336-43.8% | $197,124-40.3% | $137,256-14.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.82% | 48.09%-41.3pp | 44.34%-37.5pp | 220.34%-213.5pp |
| Employer contribution / active EE | $39,500 | $6,591+499.3% | $6,227+534.3% | $4,156+850.4% |
| Participant deferral / active EE | $27,500 | $9,614+186.0% | $9,135+201.1% | $6,407+329.2% |
| Admin fee / account holder | $50,077 | $17,308+189.3% | $16,298+207.3% | $12,270+308.1% |