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 | $245,228 | $124,425+97.1% | $112,040+118.9% | $137,256+78.7% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.5%+18.0pp | 80.0%+14.5pp |
| Annual return | 9.30% | 24.72%-15.4pp | 24.52%-15.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $7,649 | $3,411+124.2% | $2,954+158.9% | $4,156+84.0% |
| Participant deferral / active EE | $4,060 | $5,718-29.0% | $5,098-20.4% | $6,407-36.6% |
| Admin fee / account holder | $85,004 | $15,207+459.0% | $12,098+602.6% | $12,270+592.8% |