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 | $236,314 | $88,672+166.5% | $105,223+124.6% | $82,448+186.6% |
| Participation rate | 86.5% | 67.9%+18.6pp | 75.0%+11.4pp | 68.1%+18.4pp |
| Annual return | 16.04% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $26,095 | $3,048+756.2% | $3,689+607.5% | $2,551+922.9% |
| Participant deferral / active EE | $1,723 | $4,036-57.3% | $5,072-66.0% | $4,139-58.4% |
| Admin fee / account holder | $31,008 | $7,146+333.9% | $8,859+250.0% | $7,234+328.6% |