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 8-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 | $246,224 | $111,535+120.8% | $105,223+134.0% | $137,256+79.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.21% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $17,077 | $3,939+333.5% | $3,689+363.0% | $4,156+310.9% |
| Participant deferral / active EE | $8,733 | $5,500+58.8% | $5,072+72.2% | $6,407+36.3% |
| Admin fee / account holder | $2,544 | $9,721-73.8% | $8,859-71.3% | $12,270-79.3% |