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 | $172,128 | $72,071+138.8% | $68,368+151.8% | $137,256+25.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.79% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $22,604 | $2,788+710.8% | $2,649+753.3% | $4,156+443.9% |
| Participant deferral / active EE | $19,075 | $4,410+332.5% | $4,123+362.7% | $6,407+197.7% |
| Admin fee / account holder | $6,143 | $5,336+15.1% | $5,150+19.3% | $12,270-49.9% |