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 9-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 | $196,605 | $111,535+76.3% | $105,223+86.8% | $137,256+43.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.43% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $14,620 | $3,939+271.1% | $3,689+296.4% | $4,156+251.8% |
| Participant deferral / active EE | $8,341 | $5,500+51.7% | $5,072+64.5% | $6,407+30.2% |
| Admin fee / account holder | $9,092 | $9,721-6.5% | $8,859+2.6% | $12,270-25.9% |