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 7-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 | $130,160 | $72,071+80.6% | $68,368+90.4% | $137,256-5.2% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 70.25% | 353.14%-282.9pp | 292.57%-222.3pp | 220.34%-150.1pp |
| Employer contribution / active EE | $5,043 | $2,788+80.9% | $2,649+90.4% | $4,156+21.3% |
| Participant deferral / active EE | $10,502 | $4,410+138.1% | $4,123+154.7% | $6,407+63.9% |
| Admin fee / account holder | $900 | $5,336-83.1% | $5,150-82.5% | $12,270-92.7% |