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 | $114,604 | $97,125+18.0% | $86,233+32.9% | $137,256-16.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.80% | 74.19%-65.4pp | 61.39%-52.6pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,725 | $2,841-39.3% | $2,504-31.1% | $4,156-58.5% |
| Participant deferral / active EE | $3,316 | $5,180-36.0% | $4,559-27.3% | $6,407-48.2% |
| Admin fee / account holder | $6,364 | $9,725-34.6% | $8,342-23.7% | $12,270-48.1% |