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 8-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 | $177,861 | $209,336-15.0% | $197,124-9.8% | $137,256+29.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.14% | 48.09%-38.0pp | 44.34%-34.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,044 | $6,591-53.8% | $6,227-51.1% | $4,156-26.8% |
| Participant deferral / active EE | $6,666 | $9,614-30.7% | $9,135-27.0% | $6,407+4.0% |
| Admin fee / account holder | $6,493 | $17,308-62.5% | $16,298-60.2% | $12,270-47.1% |