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 | $136,543 | $111,814+22.1% | $103,374+32.1% | $145,959-6.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.91% | 24.77%-13.9pp | 24.89%-14.0pp | 561.95%-551.0pp |
| Employer contribution / active EE | $13,588 | $4,214+222.5% | $3,869+251.2% | $4,661+191.5% |
| Participant deferral / active EE | $8,314 | $5,618+48.0% | $5,058+64.4% | $6,689+24.3% |
| Admin fee / account holder | $1,233 | $9,754-87.4% | $8,394-85.3% | $13,398-90.8% |