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 | $149,058 | $51,638+188.7% | $68,368+118.0% | $82,448+80.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 10.06% | 37.53%-27.5pp | 292.57%-282.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $7,886 | $2,047+285.3% | $2,649+197.7% | $2,551+209.1% |
| Participant deferral / active EE | $9,552 | $2,914+227.8% | $4,123+131.7% | $4,139+130.8% |
| Admin fee / account holder | $349 | $4,643-92.5% | $5,150-93.2% | $7,234-95.2% |