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 | $186,971 | $102,382+82.6% | $147,005+27.2% | $80,874+131.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 33.35% | 134.89%-101.5pp | 418.76%-385.4pp | 35.62%-2.3pp |
| Employer contribution / active EE | $8,495 | $3,715+128.7% | $4,934+72.2% | $2,756+208.3% |
| Participant deferral / active EE | $15,201 | $6,646+128.7% | $8,070+88.4% | $4,297+253.8% |
| Admin fee / account holder | $16,358 | $7,942+106.0% | $13,006+25.8% | $6,935+135.9% |