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 | $178,637 | $101,618+75.8% | $93,063+92.0% | $137,256+30.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 9.62% | 223.95%-214.3pp | 34.15%-24.5pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,332 | $2,707+23.1% | $2,476+34.6% | $4,156-19.8% |
| Participant deferral / active EE | $8,531 | $4,279+99.4% | $3,958+115.5% | $6,407+33.2% |
| Admin fee / account holder | $396,567 | $6,198+6297.8% | $6,033+6473.1% | $12,270+3132.0% |