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 | $225,830 | $80,812+179.5% | $160,784+40.5% | $82,448+173.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 19.45% | 100.59%-81.1pp | 1803.92%-1784.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $4,483 | $2,174+106.2% | $3,733+20.1% | $2,551+75.7% |
| Participant deferral / active EE | $15,146 | $4,335+249.3% | $6,293+140.7% | $4,139+265.9% |
| Admin fee / account holder | $12,463 | $7,695+62.0% | $9,717+28.3% | $7,234+72.3% |