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 | $191,881 | $183,592+4.5% | $155,567+23.3% | $145,959+31.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 1.96% | 61.24%-59.3pp | 64.74%-62.8pp | 561.95%-560.0pp |
| Employer contribution / active EE | $8,320 | $5,315+56.5% | $4,674+78.0% | $4,661+78.5% |
| Participant deferral / active EE | $11,068 | $6,464+71.2% | $5,628+96.7% | $6,689+65.5% |
| Admin fee / account holder | $275,506 | $19,318+1326.1% | $15,916+1630.9% | $13,398+1956.4% |