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 | $206,537 | $102,382+101.7% | $147,005+40.5% | $80,874+155.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.29% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $4,068 | $3,715+9.5% | $4,934-17.6% | $2,756+47.6% |
| Participant deferral / active EE | $8,948 | $6,646+34.6% | $8,070+10.9% | $4,297+108.2% |
| Admin fee / account holder | $50,287 | $7,942+533.2% | $13,006+286.6% | $6,935+625.1% |