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 | $119,632 | $52,353+128.5% | $120,225-0.5% | $82,448+45.1% |
| Participation rate | 98.5% | 58.3%+40.2pp | 69.6%+29.0pp | 68.1%+30.5pp |
| Annual return | 20.52% | 61.85%-41.3pp | 439.23%-418.7pp | 41.64%-21.1pp |
| Employer contribution / active EE | $3,877 | $1,510+156.7% | $3,475+11.5% | $2,551+52.0% |
| Participant deferral / active EE | $8,621 | $2,627+228.2% | $3,999+115.6% | $4,139+108.3% |
| Admin fee / account holder | $2,312 | $4,363-47.0% | $5,696-59.4% | $7,234-68.0% |