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 | $208,055 | $112,729+84.6% | $98,716+110.8% | $137,256+51.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.13% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,072 | $2,725+12.7% | $2,279+34.8% | $4,156-26.1% |
| Participant deferral / active EE | $8,202 | $4,640+76.8% | $4,048+102.6% | $6,407+28.0% |
| Admin fee / account holder | $852 | $10,129-91.6% | $8,703-90.2% | $12,270-93.1% |