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 6-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 | $117,961 | $99,921+18.1% | $85,009+38.8% | $145,959-19.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.70% | 83.89%-67.2pp | 66.47%-49.8pp | 561.95%-545.3pp |
| Employer contribution / active EE | $8,160 | $3,233+152.4% | $2,728+199.1% | $4,661+75.1% |
| Participant deferral / active EE | $21,444 | $5,293+305.2% | $4,522+374.3% | $6,689+220.6% |
| Admin fee / account holder | $87,103 | $7,252+1101.1% | $6,153+1315.7% | $13,398+550.1% |