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 | $191,611 | $102,382+87.2% | $147,005+30.3% | $80,874+136.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.40% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $7,347 | $3,715+97.8% | $4,934+48.9% | $2,756+166.6% |
| Participant deferral / active EE | $12,642 | $6,646+90.2% | $8,070+56.7% | $4,297+194.2% |
| Admin fee / account holder | $6,791 | $7,942-14.5% | $13,006-47.8% | $6,935-2.1% |