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 | $151,730 | $154,228-1.6% | $145,433+4.3% | $137,256+10.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.26% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $13,218 | $4,804+175.1% | $4,554+190.2% | $4,156+218.0% |
| Participant deferral / active EE | $12,582 | $8,216+53.1% | $7,897+59.3% | $6,407+96.4% |
| Admin fee / account holder | $310 | $14,344-97.8% | $13,129-97.6% | $12,270-97.5% |