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 | $182,695 | $102,382+78.4% | $147,005+24.3% | $80,874+125.9% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 10.02% | 134.89%-124.9pp | 418.76%-408.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,632 | $3,715-56.1% | $4,934-66.9% | $2,756-40.8% |
| Participant deferral / active EE | $4,566 | $6,646-31.3% | $8,070-43.4% | $4,297+6.3% |
| Admin fee / account holder | $7,543 | $7,942-5.0% | $13,006-42.0% | $6,935+8.8% |