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 | $238,111 | $112,729+111.2% | $98,716+141.2% | $137,256+73.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.31% | 38.48%-31.2pp | 31.81%-24.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $8,209 | $2,725+201.2% | $2,279+260.3% | $4,156+97.5% |
| Participant deferral / active EE | $4,898 | $4,640+5.6% | $4,048+21.0% | $6,407-23.6% |
| Admin fee / account holder | $2,176 | $10,129-78.5% | $8,703-75.0% | $12,270-82.3% |