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 | $112,736 | $57,590+95.8% | $86,233+30.7% | $82,448+36.7% |
| Participation rate | 88.2% | 57.9%+30.4pp | 69.0%+19.2pp | 68.1%+20.2pp |
| Annual return | 14.95% | 22.41%-7.5pp | 61.39%-46.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $5,002 | $1,655+202.2% | $2,504+99.7% | $2,551+96.1% |
| Participant deferral / active EE | $5,079 | $3,080+64.9% | $4,559+11.4% | $4,139+22.7% |
| Admin fee / account holder | $17,841 | $4,730+277.2% | $8,342+113.9% | $7,234+146.6% |