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 | $119,903 | $111,535+7.5% | $105,223+14.0% | $137,256-12.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.67% | 237.85%-229.2pp | 180.65%-172.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,503 | $3,939-61.9% | $3,689-59.3% | $4,156-63.8% |
| Participant deferral / active EE | $1,676 | $5,500-69.5% | $5,072-67.0% | $6,407-73.8% |
| Admin fee / account holder | $7,002 | $9,721-28.0% | $8,859-21.0% | $12,270-42.9% |