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 | $126,325 | $63,703+98.3% | $93,063+35.7% | $82,448+53.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 12.35% | -775.43%+787.8pp | 34.15%-21.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,820 | $1,729+63.2% | $2,476+13.9% | $2,551+10.6% |
| Participant deferral / active EE | $4,912 | $2,919+68.3% | $3,958+24.1% | $4,139+18.7% |
| Admin fee / account holder | $9,575 | $5,982+60.1% | $6,033+58.7% | $7,234+32.4% |