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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,615 | $73,397+39.8% | $178,014-42.4% | $74,546+37.7% |
| Participation rate | 98.7% | 66.6%+32.1pp | 77.1%+21.6pp | 67.2%+31.5pp |
| Annual return | 15.77% | 17.49%-1.7pp | 294.80%-279.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,951 | $2,217+33.1% | $3,950-25.3% | $2,624+12.5% |
| Participant deferral / active EE | $7,602 | $4,512+68.5% | $6,276+21.1% | $4,347+74.9% |
| Admin fee / account holder | $530 | $1,809-70.7% | $10,362-94.9% | $1,944-72.7% |