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 9-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 | $161,400 | $154,228+4.7% | $145,433+11.0% | $137,256+17.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.18% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $7,431 | $4,804+54.7% | $4,554+63.2% | $4,156+78.8% |
| Participant deferral / active EE | $7,212 | $8,216-12.2% | $7,897-8.7% | $6,407+12.6% |
| Admin fee / account holder | $1,812 | $14,344-87.4% | $13,129-86.2% | $12,270-85.2% |