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 | $177,981 | $81,233+119.1% | $155,567+14.4% | $80,874+120.1% |
| Participation rate | 81.0% | 66.2%+14.7pp | 78.2%+2.8pp | 67.6%+13.3pp |
| Annual return | 9.76% | 33.33%-23.6pp | 64.74%-55.0pp | 35.62%-25.9pp |
| Employer contribution / active EE | $3,637 | $3,101+17.3% | $4,674-22.2% | $2,756+32.0% |
| Participant deferral / active EE | $6,929 | $3,452+100.7% | $5,628+23.1% | $4,297+61.2% |
| Admin fee / account holder | $30,000 | $7,998+275.1% | $15,916+88.5% | $6,935+332.6% |