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 | $101,455 | $78,520+29.2% | $96,576+5.1% | $82,448+23.1% |
| Participation rate | 71.2% | 77.7%-6.6pp | 81.4%-10.3pp | 68.1%+3.1pp |
| Annual return | 12.20% | 41.30%-29.1pp | 38.47%-26.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,369 | $2,630-47.9% | $3,553-61.5% | $2,551-46.3% |
| Participant deferral / active EE | $5,364 | $6,754-20.6% | $7,956-32.6% | $4,139+29.6% |
| Admin fee / account holder | $20,865 | $13,455+55.1% | $11,381+83.3% | $7,234+188.4% |