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 | $202,137 | $108,912+85.6% | $100,383+101.4% | $145,959+38.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.53% | 57.96%-48.4pp | 49.26%-39.7pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,318 | $4,423-47.6% | $3,944-41.2% | $4,661-50.3% |
| Participant deferral / active EE | $9,187 | $8,451+8.7% | $8,086+13.6% | $6,689+37.4% |
| Admin fee / account holder | $7,705 | $9,690-20.5% | $7,900-2.5% | $13,398-42.5% |