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 | $240,764 | $106,749+125.5% | $145,433+65.6% | $82,448+192.0% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 7.17% | 27.59%-20.4pp | 66.58%-59.4pp | 41.64%-34.5pp |
| Employer contribution / active EE | $2,311 | $3,444-32.9% | $4,554-49.3% | $2,551-9.4% |
| Participant deferral / active EE | $6,401 | $6,519-1.8% | $7,897-18.9% | $4,139+54.6% |
| Admin fee / account holder | $2,226 | $8,390-73.5% | $13,129-83.0% | $7,234-69.2% |