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 | $197,591 | $111,535+77.2% | $105,223+87.8% | $137,256+44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.27% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,830 | $3,939-53.5% | $3,689-50.4% | $4,156-56.0% |
| Participant deferral / active EE | $8,319 | $5,500+51.2% | $5,072+64.0% | $6,407+29.8% |
| Admin fee / account holder | $1,798 | $9,721-81.5% | $8,859-79.7% | $12,270-85.3% |