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 10-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 | $216,349 | $102,382+111.3% | $147,005+47.2% | $80,874+167.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.47% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $12,506 | $3,715+236.7% | $4,934+153.5% | $2,756+353.8% |
| Participant deferral / active EE | $6,774 | $6,646+1.9% | $8,070-16.1% | $4,297+57.6% |
| Admin fee / account holder | $2,746 | $7,942-65.4% | $13,006-78.9% | $6,935-60.4% |