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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,133 | $47,479+79.3% | $62,929+35.3% | $82,448+3.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 26.12% | 20.34%+5.8pp | 1063.93%-1037.8pp | 41.64%-15.5pp |
| Employer contribution / active EE | $4,824 | $1,885+155.9% | $2,505+92.6% | $2,551+89.1% |
| Participant deferral / active EE | $8,181 | $2,870+185.0% | $3,888+110.4% | $4,139+97.6% |
| Admin fee / account holder | $11,662 | $3,804+206.6% | $5,065+130.3% | $7,234+61.2% |