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 | $216,707 | $166,020+30.5% | $164,866+31.4% | $145,959+48.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.42% | 100.08%-91.7pp | 69.97%-61.5pp | 561.95%-553.5pp |
| Employer contribution / active EE | $6,091 | $5,275+15.5% | $4,343+40.3% | $4,661+30.7% |
| Participant deferral / active EE | $12,224 | $6,961+75.6% | $6,033+102.6% | $6,689+82.8% |
| Admin fee / account holder | $6,435 | $16,644-61.3% | $12,689-49.3% | $13,398-52.0% |