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 | $85,263 | $111,535-23.6% | $105,223-19.0% | $137,256-37.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.23% | 237.85%-230.6pp | 180.65%-173.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $8,001 | $3,939+103.1% | $3,689+116.9% | $4,156+92.5% |
| Participant deferral / active EE | $4,473 | $5,500-18.7% | $5,072-11.8% | $6,407-30.2% |
| Admin fee / account holder | $5,117 | $9,721-47.4% | $8,859-42.2% | $12,270-58.3% |