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 | $192,761 | $111,535+72.8% | $105,223+83.2% | $137,256+40.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.05% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,999 | $3,939+1.5% | $3,689+8.4% | $4,156-3.8% |
| Participant deferral / active EE | $16,657 | $5,500+202.9% | $5,072+228.4% | $6,407+160.0% |
| Admin fee / account holder | $368 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |