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 3-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 | $26,347 | $154,228-82.9% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.14% | 74.59%-39.5pp | 66.58%-31.4pp | 220.34%-185.2pp |
| Employer contribution / active EE | $11,077 | $4,804+130.6% | $4,554+143.2% | $4,156+166.5% |
| Participant deferral / active EE | $28,484 | $8,216+246.7% | $7,897+260.7% | $6,407+344.6% |
| Admin fee / account holder | $1,344 | $14,344-90.6% | $13,129-89.8% | $12,270-89.0% |