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 | $167,921 | $111,535+50.6% | $105,223+59.6% | $137,256+22.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.82% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,985 | $3,939+1.1% | $3,689+8.0% | $4,156-4.1% |
| Participant deferral / active EE | $23,500 | $5,500+327.3% | $5,072+363.4% | $6,407+266.8% |
| Admin fee / account holder | $565 | $9,721-94.2% | $8,859-93.6% | $12,270-95.4% |