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 9-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 | $217,491 | $97,125+123.9% | $86,233+152.2% | $137,256+58.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.98% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,800 | $2,841+68.9% | $2,504+91.7% | $4,156+15.5% |
| Participant deferral / active EE | $28,800 | $5,180+456.0% | $4,559+531.7% | $6,407+349.5% |
| Admin fee / account holder | $499 | $9,725-94.9% | $8,342-94.0% | $12,270-95.9% |