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 5-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 | $204,553 | $76,785+166.4% | $56,441+262.4% | $145,959+40.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.16% | 3000.51%-2981.4pp | 1704.21%-1685.1pp | 561.95%-542.8pp |
| Employer contribution / active EE | $17,944 | $1,381+1199.8% | $1,039+1626.9% | $4,661+285.0% |
| Participant deferral / active EE | $15,613 | $2,624+495.1% | $1,953+699.5% | $6,689+133.4% |
| Admin fee / account holder | $2,136 | $3,334-35.9% | $2,829-24.5% | $13,398-84.1% |