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 | $144,768 | $102,382+41.4% | $147,005-1.5% | $80,874+79.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.17% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,121 | $3,715-16.0% | $4,934-36.8% | $2,756+13.2% |
| Participant deferral / active EE | $8,468 | $6,646+27.4% | $8,070+4.9% | $4,297+97.1% |
| Admin fee / account holder | $15,927 | $7,942+100.5% | $13,006+22.5% | $6,935+129.7% |