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 4-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 | $201,345 | $72,071+179.4% | $68,368+194.5% | $137,256+46.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.48% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $49,349 | $2,788+1670.1% | $2,649+1763.0% | $4,156+1087.4% |
| Participant deferral / active EE | $32,100 | $4,410+627.9% | $4,123+678.6% | $6,407+401.0% |
| Admin fee / account holder | $841 | $5,336-84.2% | $5,150-83.7% | $12,270-93.1% |