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 | $173,845 | $180,749-3.8% | $160,784+8.1% | $137,256+26.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.83% | 2234.46%-2223.6pp | 1803.92%-1793.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $17,305 | $4,155+316.5% | $3,733+363.6% | $4,156+316.4% |
| Participant deferral / active EE | $10,278 | $6,844+50.2% | $6,293+63.3% | $6,407+60.4% |
| Admin fee / account holder | $73,304 | $10,397+605.1% | $9,717+654.4% | $12,270+497.4% |