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 | $167,219 | $172,111-2.8% | $150,298+11.3% | $137,256+21.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.79% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $8,007 | $4,636+72.7% | $4,154+92.8% | $4,156+92.7% |
| Participant deferral / active EE | $3,743 | $6,166-39.3% | $5,453-31.4% | $6,407-41.6% |
| Admin fee / account holder | $1,168 | $16,471-92.9% | $14,116-91.7% | $12,270-90.5% |