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 | $240,980 | $72,071+234.4% | $68,368+252.5% | $137,256+75.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 16.23% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $6,243 | $2,788+123.9% | $2,649+135.7% | $4,156+50.2% |
| Participant deferral / active EE | $11,994 | $4,410+172.0% | $4,123+190.9% | $6,407+87.2% |
| Admin fee / account holder | $1,826 | $5,336-65.8% | $5,150-64.5% | $12,270-85.1% |