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 | $126,192 | $90,674+39.2% | $96,707+30.5% | $82,448+53.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 11.13% | 49.05%-37.9pp | 34.78%-23.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,656 | $3,975-33.2% | $4,191-36.6% | $2,551+4.1% |
| Participant deferral / active EE | $3,129 | $5,696-45.1% | $5,997-47.8% | $4,139-24.4% |
| Admin fee / account holder | $10,384 | $7,568+37.2% | $7,503+38.4% | $7,234+43.5% |