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 | $224,092 | $132,634+69.0% | $115,768+93.6% | $137,256+63.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.00% | 160.70%-148.7pp | 100.46%-88.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $20,741 | $3,360+517.4% | $2,940+605.5% | $4,156+399.1% |
| Participant deferral / active EE | $8,833 | $5,619+57.2% | $4,917+79.7% | $6,407+37.9% |
| Admin fee / account holder | $1,132 | $15,028-92.5% | $12,439-90.9% | $12,270-90.8% |