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 | $183,123 | $51,638+254.6% | $68,368+167.8% | $82,448+122.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 7.71% | 37.53%-29.8pp | 292.57%-284.9pp | 41.64%-33.9pp |
| Employer contribution / active EE | $5,266 | $2,047+157.3% | $2,649+98.8% | $2,551+106.4% |
| Participant deferral / active EE | $5,381 | $2,914+84.7% | $4,123+30.5% | $4,139+30.0% |
| Admin fee / account holder | $68,284 | $4,643+1370.6% | $5,150+1226.0% | $7,234+843.9% |