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 | $165,221 | $183,592-10.0% | $155,567+6.2% | $145,959+13.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.46% | 61.24%-52.8pp | 64.74%-56.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $7,879 | $5,315+48.3% | $4,674+68.6% | $4,661+69.1% |
| Participant deferral / active EE | $9,901 | $6,464+53.2% | $5,628+75.9% | $6,689+48.0% |
| Admin fee / account holder | $2,199 | $19,318-88.6% | $15,916-86.2% | $13,398-83.6% |