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 | $178,925 | $183,592-2.5% | $155,567+15.0% | $145,959+22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,010 | $5,315-62.2% | $4,674-57.0% | $4,661-56.9% |
| Participant deferral / active EE | $18,220 | $6,464+181.9% | $5,628+223.8% | $6,689+172.4% |
| Admin fee / account holder | $33,350 | $19,318+72.6% | $15,916+109.5% | $13,398+148.9% |