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 | $207,252 | $154,228+34.4% | $145,433+42.5% | $137,256+51.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 17.38% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $10,880 | $4,804+126.5% | $4,554+138.9% | $4,156+161.8% |
| Participant deferral / active EE | $9,124 | $8,216+11.0% | $7,897+15.5% | $6,407+42.4% |
| Admin fee / account holder | $5,913 | $14,344-58.8% | $13,129-55.0% | $12,270-51.8% |