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 | $157,696 | $97,125+62.4% | $86,233+82.9% | $137,256+14.9% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 10.41% | 74.19%-63.8pp | 61.39%-51.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,260 | $2,841-55.7% | $2,504-49.7% | $4,156-69.7% |
| Participant deferral / active EE | $6,620 | $5,180+27.8% | $4,559+45.2% | $6,407+3.3% |
| Admin fee / account holder | $51,195 | $9,725+426.5% | $8,342+513.7% | $12,270+317.2% |