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 | $168,090 | $80,812+108.0% | $160,784+4.5% | $82,448+103.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 13.74% | 100.59%-86.9pp | 1803.92%-1790.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $4,486 | $2,174+106.4% | $3,733+20.2% | $2,551+75.9% |
| Participant deferral / active EE | $7,333 | $4,335+69.1% | $6,293+16.5% | $4,139+77.2% |
| Admin fee / account holder | $16,460 | $7,695+113.9% | $9,717+69.4% | $7,234+127.5% |