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 8-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 | $164,495 | $72,071+128.2% | $68,368+140.6% | $137,256+19.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.49% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,555 | $2,788-44.2% | $2,649-41.3% | $4,156-62.6% |
| Participant deferral / active EE | $15,600 | $4,410+253.7% | $4,123+278.4% | $6,407+143.5% |
| Admin fee / account holder | $1,576 | $5,336-70.5% | $5,150-69.4% | $12,270-87.2% |