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 | $225,099 | $149,040+51.0% | $120,225+87.2% | $137,256+64.0% |
| Participation rate | 84.6% | 75.4%+9.2pp | 69.6%+15.0pp | 80.0%+4.7pp |
| Annual return | 12.93% | 605.68%-592.8pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,481 | $4,655+103.7% | $3,999+137.1% | $6,407+48.0% |
| Admin fee / account holder | $91,645 | $6,348+1343.8% | $5,696+1508.9% | $12,270+646.9% |