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 | $213,928 | $183,592+16.5% | $155,567+37.5% | $145,959+46.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.16% | 61.24%-54.1pp | 64.74%-57.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $3,200 | $5,315-39.8% | $4,674-31.5% | $4,661-31.3% |
| Participant deferral / active EE | $10,213 | $6,464+58.0% | $5,628+81.5% | $6,689+52.7% |
| Admin fee / account holder | $1,815 | $19,318-90.6% | $15,916-88.6% | $13,398-86.5% |