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 4-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 | $208,955 | $154,228+35.5% | $145,433+43.7% | $137,256+52.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.14% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $12,780 | $4,804+166.0% | $4,554+180.6% | $4,156+207.5% |
| Participant deferral / active EE | $15,551 | $8,216+89.3% | $7,897+96.9% | $6,407+142.7% |
| Admin fee / account holder | $7,018 | $14,344-51.1% | $13,129-46.5% | $12,270-42.8% |