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 | $239,236 | $180,749+32.4% | $160,784+48.8% | $137,256+74.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.57% | 2234.46%-2217.9pp | 1803.92%-1787.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,571 | $4,155-38.1% | $3,733-31.1% | $4,156-38.1% |
| Participant deferral / active EE | $20,800 | $6,844+203.9% | $6,293+230.5% | $6,407+224.7% |
| Admin fee / account holder | $19,487 | $10,397+87.4% | $9,717+100.5% | $12,270+58.8% |