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 | $209,574 | $154,228+35.9% | $145,433+44.1% | $137,256+52.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.18% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,712 | $4,804-43.5% | $4,554-40.4% | $4,156-34.7% |
| Participant deferral / active EE | $6,622 | $8,216-19.4% | $7,897-16.1% | $6,407+3.4% |
| Admin fee / account holder | $440 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |