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 4-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 | $180,841 | $180,749+0.1% | $160,784+12.5% | $137,256+31.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.69% | 2234.46%-2209.8pp | 1803.92%-1779.2pp | 220.34%-195.7pp |
| Employer contribution / active EE | $6,570 | $4,155+58.1% | $3,733+76.0% | $4,156+58.1% |
| Participant deferral / active EE | $20,637 | $6,844+201.5% | $6,293+227.9% | $6,407+222.1% |
| Admin fee / account holder | $1,367 | $10,397-86.8% | $9,717-85.9% | $12,270-88.9% |