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 | $92,888 | $72,071+28.9% | $68,368+35.9% | $137,256-32.3% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 12.57% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,907 | $2,788+4.3% | $2,649+9.7% | $4,156-30.1% |
| Participant deferral / active EE | $5,463 | $4,410+23.9% | $4,123+32.5% | $6,407-14.7% |
| Admin fee / account holder | $2,012 | $5,336-62.3% | $5,150-60.9% | $12,270-83.6% |