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 | $234,589 | $95,453+145.8% | $112,040+109.4% | $82,448+184.5% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.5%+20.9pp | 68.1%+29.3pp |
| Annual return | 3.31% | 23.92%-20.6pp | 24.52%-21.2pp | 41.64%-38.3pp |
| Employer contribution / active EE | $7,133 | $2,318+207.7% | $2,954+141.5% | $2,551+179.6% |
| Participant deferral / active EE | $2,615 | $4,224-38.1% | $5,098-48.7% | $4,139-36.8% |
| Admin fee / account holder | $49,939 | $9,013+454.1% | $12,098+312.8% | $7,234+590.3% |