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 | $160,613 | $58,627+174.0% | $76,735+109.3% | $82,448+94.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 9.68% | 39.10%-29.4pp | 29.77%-20.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $7,407 | $1,729+328.4% | $2,454+201.8% | $2,551+190.4% |
| Participant deferral / active EE | $2,859 | $3,134-8.8% | $4,088-30.1% | $4,139-30.9% |
| Admin fee / account holder | $94,395 | $5,323+1673.5% | $7,189+1213.0% | $7,234+1204.8% |