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 | $167,113 | $106,749+56.5% | $145,433+14.9% | $82,448+102.7% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 12.57% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $5,986 | $3,444+73.8% | $4,554+31.4% | $2,551+134.7% |
| Participant deferral / active EE | $8,465 | $6,519+29.9% | $7,897+7.2% | $4,139+104.5% |
| Admin fee / account holder | $20,425 | $8,390+143.4% | $13,129+55.6% | $7,234+182.3% |