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 | $202,666 | $88,672+128.6% | $105,223+92.6% | $82,448+145.8% |
| Participation rate | 85.1% | 67.9%+17.2pp | 75.0%+10.1pp | 68.1%+17.0pp |
| Annual return | 18.12% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $14,124 | $3,048+363.4% | $3,689+282.9% | $2,551+453.7% |
| Participant deferral / active EE | $4,488 | $4,036+11.2% | $5,072-11.5% | $4,139+8.4% |
| Admin fee / account holder | $11,024 | $7,146+54.3% | $8,859+24.4% | $7,234+52.4% |