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 | $164,057 | $172,111-4.7% | $150,298+9.2% | $137,256+19.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.23% | 69.37%-58.1pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,511 | $4,636-24.3% | $4,154-15.5% | $4,156-15.5% |
| Participant deferral / active EE | $7,753 | $6,166+25.8% | $5,453+42.2% | $6,407+21.0% |
| Admin fee / account holder | $31,645 | $16,471+92.1% | $14,116+124.2% | $12,270+157.9% |