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 | $194,869 | $111,535+74.7% | $105,223+85.2% | $137,256+42.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.35% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,950 | $3,939-50.5% | $3,689-47.1% | $4,156-53.1% |
| Participant deferral / active EE | $1,950 | $5,500-64.5% | $5,072-61.6% | $6,407-69.6% |
| Admin fee / account holder | $1,044 | $9,721-89.3% | $8,859-88.2% | $12,270-91.5% |