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 | $246,777 | $102,245+141.4% | $89,340+176.2% | $137,256+79.8% |
| Participation rate | 95.7% | 74.9%+20.8pp | 69.6%+26.1pp | 80.0%+15.7pp |
| Annual return | 10.62% | 21.89%-11.3pp | 20.57%-10.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $17,391 | $2,529+587.6% | $2,231+679.4% | $4,156+318.5% |
| Participant deferral / active EE | $3,780 | $4,436-14.8% | $3,823-1.1% | $6,407-41.0% |
| Admin fee / account holder | $87,180 | $8,085+978.2% | $6,704+1200.5% | $12,270+610.5% |