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 | $144,036 | $72,071+99.9% | $68,368+110.7% | $137,256+4.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 4.27% | 353.14%-348.9pp | 292.57%-288.3pp | 220.34%-216.1pp |
| Employer contribution / active EE | $817 | $2,788-70.7% | $2,649-69.1% | $4,156-80.3% |
| Participant deferral / active EE | $6,564 | $4,410+48.8% | $4,123+59.2% | $6,407+2.4% |
| Admin fee / account holder | $45,025 | $5,336+743.9% | $5,150+774.3% | $12,270+266.9% |