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 5-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 | $97,382 | $76,785+26.8% | $56,441+72.5% | $145,959-33.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.78% | 3000.51%-2988.7pp | 1704.21%-1692.4pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,316 | $1,381+67.8% | $1,039+122.9% | $4,661-50.3% |
| Participant deferral / active EE | $21,738 | $2,624+728.5% | $1,953+1013.1% | $6,689+225.0% |
| Admin fee / account holder | $731 | $3,334-78.1% | $2,829-74.2% | $13,398-94.5% |