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 6-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 | $172,978 | $183,592-5.8% | $155,567+11.2% | $145,959+18.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.04% | 61.24%-56.2pp | 64.74%-59.7pp | 561.95%-556.9pp |
| Employer contribution / active EE | $17,054 | $5,315+220.9% | $4,674+264.9% | $4,661+265.9% |
| Participant deferral / active EE | $8,450 | $6,464+30.7% | $5,628+50.1% | $6,689+26.3% |
| Admin fee / account holder | $843 | $19,318-95.6% | $15,916-94.7% | $13,398-93.7% |