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 4-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 | $118,054 | $154,228-23.5% | $145,433-18.8% | $137,256-14.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 48.35% | 74.59%-26.2pp | 66.58%-18.2pp | 220.34%-172.0pp |
| Employer contribution / active EE | $14,125 | $4,804+194.0% | $4,554+210.1% | $4,156+239.9% |
| Participant deferral / active EE | $20,681 | $8,216+151.7% | $7,897+161.9% | $6,407+222.8% |
| Admin fee / account holder | $25,507 | $14,344+77.8% | $13,129+94.3% | $12,270+107.9% |