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 | $196,998 | $172,111+14.5% | $150,298+31.1% | $137,256+43.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.31% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,837 | $4,636-60.4% | $4,154-55.8% | $4,156-55.8% |
| Participant deferral / active EE | $6,995 | $6,166+13.4% | $5,453+28.3% | $6,407+9.2% |
| Admin fee / account holder | $18,005 | $16,471+9.3% | $14,116+27.6% | $12,270+46.7% |