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 | $128,307 | $76,407+67.9% | $150,298-14.6% | $82,448+55.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.17% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $10,337 | $2,614+295.4% | $4,154+148.8% | $2,551+305.2% |
| Participant deferral / active EE | $3,443 | $3,214+7.1% | $5,453-36.9% | $4,139-16.8% |
| Admin fee / account holder | $44,996 | $6,352+608.4% | $14,116+218.8% | $7,234+522.0% |