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 | $147,917 | $180,749-18.2% | $160,784-8.0% | $137,256+7.8% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 11.25% | 2234.46%-2223.2pp | 1803.92%-1792.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $7,831 | $4,155+88.5% | $3,733+109.8% | $4,156+88.4% |
| Participant deferral / active EE | $23,960 | $6,844+250.1% | $6,293+280.7% | $6,407+274.0% |
| Admin fee / account holder | $92,400 | $10,397+788.7% | $9,717+850.9% | $12,270+653.0% |