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 5-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 | $80,946 | $72,071+12.3% | $68,368+18.4% | $137,256-41.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.08% | 353.14%-331.1pp | 292.57%-270.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $7,973 | $2,788+186.0% | $2,649+201.0% | $4,156+91.8% |
| Participant deferral / active EE | $19,135 | $4,410+333.9% | $4,123+364.1% | $6,407+198.7% |
| Admin fee / account holder | $511 | $5,336-90.4% | $5,150-90.1% | $12,270-95.8% |