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 | $165,701 | $111,814+48.2% | $93,654+76.9% | $145,959+13.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.77% | 203.30%-195.5pp | 133.34%-125.6pp | 561.95%-554.2pp |
| Employer contribution / active EE | $4,080 | $3,092+32.0% | $2,421+68.5% | $4,661-12.5% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,420 | $10,246-86.1% | $8,282-82.9% | $13,398-89.4% |