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 | $111,353 | $102,382+8.8% | $147,005-24.3% | $80,874+37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.16% | 134.89%-109.7pp | 418.76%-393.6pp | 35.62%-10.5pp |
| Employer contribution / active EE | $3,082 | $3,715-17.0% | $4,934-37.5% | $2,756+11.8% |
| Participant deferral / active EE | $11,943 | $6,646+79.7% | $8,070+48.0% | $4,297+177.9% |
| Admin fee / account holder | $10,625 | $7,942+33.8% | $13,006-18.3% | $6,935+53.2% |