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 | $215,795 | $117,859+83.1% | $102,438+110.7% | $145,959+47.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.73% | 31.72%-26.0pp | 29.37%-23.6pp | 561.95%-556.2pp |
| Employer contribution / active EE | $4,467 | $3,615+23.6% | $3,024+47.7% | $4,661-4.2% |
| Participant deferral / active EE | $14,890 | $5,732+159.8% | $5,054+194.6% | $6,689+122.6% |
| Admin fee / account holder | $32,204 | $13,318+141.8% | $9,448+240.9% | $13,398+140.4% |