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 | $197,136 | $88,672+122.3% | $105,223+87.4% | $82,448+139.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.14% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $11,455 | $3,048+275.8% | $3,689+210.6% | $2,551+349.0% |
| Participant deferral / active EE | $6,863 | $4,036+70.1% | $5,072+35.3% | $4,139+65.8% |
| Admin fee / account holder | $9,187 | $7,146+28.6% | $8,859+3.7% | $7,234+27.0% |