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 | $162,105 | $86,922+86.5% | $102,438+58.2% | $80,874+100.4% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.6%+27.4pp |
| Annual return | 7.01% | 18.90%-11.9pp | 29.37%-22.4pp | 35.62%-28.6pp |
| Employer contribution / active EE | $5,426 | $2,369+129.0% | $3,024+79.5% | $2,756+96.9% |
| Participant deferral / active EE | $5,812 | $4,119+41.1% | $5,054+15.0% | $4,297+35.3% |
| Admin fee / account holder | $8,487 | $8,050+5.4% | $9,448-10.2% | $6,935+22.4% |