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 | $239,848 | $77,896+207.9% | $134,172+78.8% | $82,448+190.9% |
| Participation rate | 84.0% | 62.8%+21.2pp | 72.5%+11.5pp | 68.1%+15.9pp |
| Annual return | 10.79% | 18.21%-7.4pp | 25.30%-14.5pp | 41.64%-30.9pp |
| Employer contribution / active EE | $2,868 | $2,159+32.8% | $3,420-16.1% | $2,551+12.4% |
| Participant deferral / active EE | $6,001 | $3,162+89.8% | $4,690+27.9% | $4,139+45.0% |
| Admin fee / account holder | $27,481 | $6,336+333.7% | $12,016+128.7% | $7,234+279.9% |