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 | $111,723 | $76,407+46.2% | $150,298-25.7% | $82,448+35.5% |
| Participation rate | 98.0% | 66.4%+31.6pp | 77.8%+20.2pp | 68.1%+29.9pp |
| Annual return | 11.56% | 39.99%-28.4pp | 62.79%-51.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $6,797 | $2,614+160.0% | $4,154+63.6% | $2,551+166.4% |
| Participant deferral / active EE | $2,823 | $3,214-12.2% | $5,453-48.2% | $4,139-31.8% |
| Admin fee / account holder | $7,348 | $6,352+15.7% | $14,116-47.9% | $7,234+1.6% |