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 | $231,660 | $72,071+221.4% | $68,368+238.8% | $137,256+68.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.38% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $20,251 | $2,788+626.4% | $2,649+664.5% | $4,156+387.3% |
| Participant deferral / active EE | $20,060 | $4,410+354.9% | $4,123+386.6% | $6,407+213.1% |
| Admin fee / account holder | $9,845 | $5,336+84.5% | $5,150+91.2% | $12,270-19.8% |