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 | $158,528 | $183,592-13.7% | $155,567+1.9% | $145,959+8.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 4.59% | 61.24%-56.6pp | 64.74%-60.1pp | 561.95%-557.4pp |
| Employer contribution / active EE | $3,942 | $5,315-25.8% | $4,674-15.7% | $4,661-15.4% |
| Participant deferral / active EE | $7,869 | $6,464+21.7% | $5,628+39.8% | $6,689+17.7% |
| Admin fee / account holder | $1,827 | $19,318-90.5% | $15,916-88.5% | $13,398-86.4% |