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 | $239,534 | $180,749+32.5% | $160,784+49.0% | $137,256+74.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.84% | 2234.46%-2216.6pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $5,442 | $4,155+31.0% | $3,733+45.8% | $4,156+31.0% |
| Participant deferral / active EE | $8,890 | $6,844+29.9% | $6,293+41.3% | $6,407+38.8% |
| Admin fee / account holder | $310 | $10,397-97.0% | $9,717-96.8% | $12,270-97.5% |