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 | $240,154 | $172,111+39.5% | $150,298+59.8% | $137,256+75.0% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 10.95% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $8,667 | $4,636+86.9% | $4,154+108.6% | $4,156+108.5% |
| Participant deferral / active EE | $8,881 | $6,166+44.0% | $5,453+62.9% | $6,407+38.6% |
| Admin fee / account holder | $181,874 | $16,471+1004.2% | $14,116+1188.4% | $12,270+1382.2% |