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 | $207,305 | $111,535+85.9% | $105,223+97.0% | $137,256+51.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.66% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,528 | $3,939+14.9% | $3,689+22.8% | $4,156+8.9% |
| Participant deferral / active EE | $7,975 | $5,500+45.0% | $5,072+57.2% | $6,407+24.5% |
| Admin fee / account holder | $1,548 | $9,721-84.1% | $8,859-82.5% | $12,270-87.4% |