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 | $214,552 | $108,825+97.2% | $156,181+37.4% | $82,448+160.2% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 9.93% | 20.59%-10.7pp | 64.87%-54.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,609 | $2,870-9.1% | $4,294-39.2% | $2,551+2.3% |
| Participant deferral / active EE | $7,746 | $4,577+69.2% | $6,132+26.3% | $4,139+87.1% |
| Admin fee / account holder | $34,428 | $9,341+268.6% | $14,586+136.0% | $7,234+375.9% |