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 | $128,407 | $102,382+25.4% | $147,005-12.7% | $80,874+58.8% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 11.62% | 134.89%-123.3pp | 418.76%-407.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $4,819 | $3,715+29.7% | $4,934-2.3% | $2,756+74.9% |
| Participant deferral / active EE | $11,305 | $6,646+70.1% | $8,070+40.1% | $4,297+163.1% |
| Admin fee / account holder | $958 | $7,942-87.9% | $13,006-92.6% | $6,935-86.2% |