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 | $239,234 | $166,020+44.1% | $164,866+45.1% | $145,959+63.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.34% | 100.08%-89.7pp | 69.97%-59.6pp | 561.95%-551.6pp |
| Employer contribution / active EE | $6,125 | $5,275+16.1% | $4,343+41.0% | $4,661+31.4% |
| Participant deferral / active EE | $6,125 | $6,961-12.0% | $6,033+1.5% | $6,689-8.4% |
| Admin fee / account holder | $1,208 | $16,644-92.7% | $12,689-90.5% | $13,398-91.0% |