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 | $86,856 | $72,071+20.5% | $68,368+27.0% | $137,256-36.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.49% | 353.14%-338.6pp | 292.57%-278.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $10,386 | $2,788+272.5% | $2,649+292.1% | $4,156+149.9% |
| Participant deferral / active EE | $9,638 | $4,410+118.5% | $4,123+133.8% | $6,407+50.4% |
| Admin fee / account holder | $7,453 | $5,336+39.7% | $5,150+44.7% | $12,270-39.3% |