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 | $233,972 | $106,749+119.2% | $145,433+60.9% | $82,448+183.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.39% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $12,437 | $3,444+261.1% | $4,554+173.1% | $2,551+387.5% |
| Participant deferral / active EE | $4,057 | $6,519-37.8% | $7,897-48.6% | $4,139-2.0% |
| Admin fee / account holder | $9,763 | $8,390+16.4% | $13,129-25.6% | $7,234+35.0% |