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 | $127,223 | $72,071+76.5% | $68,368+86.1% | $137,256-7.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.87% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $12,695 | $2,788+355.3% | $2,649+379.2% | $4,156+205.5% |
| Participant deferral / active EE | $6,858 | $4,410+55.5% | $4,123+66.3% | $6,407+7.0% |
| Admin fee / account holder | $20,358 | $5,336+281.5% | $5,150+295.3% | $12,270+65.9% |