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 | $82,105 | $68,097+20.6% | $62,929+30.5% | $137,256-40.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.32% | 1859.11%-1846.8pp | 1063.93%-1051.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $8,880 | $2,811+215.9% | $2,505+254.5% | $4,156+113.7% |
| Participant deferral / active EE | $1,449 | $4,553-68.2% | $3,888-62.7% | $6,407-77.4% |
| Admin fee / account holder | $6,929 | $6,521+6.3% | $5,065+36.8% | $12,270-43.5% |