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 | $175,058 | $106,749+64.0% | $145,433+20.4% | $82,448+112.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.88% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $11,483 | $3,444+233.4% | $4,554+152.1% | $2,551+350.2% |
| Participant deferral / active EE | $14,257 | $6,519+118.7% | $7,897+80.5% | $4,139+244.4% |
| Admin fee / account holder | $1,938 | $8,390-76.9% | $13,129-85.2% | $7,234-73.2% |