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 | $193,013 | $102,382+88.5% | $147,005+31.3% | $80,874+138.7% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 15.03% | 134.89%-119.9pp | 418.76%-403.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $5,957 | $3,715+60.4% | $4,934+20.7% | $2,756+116.2% |
| Participant deferral / active EE | $13,787 | $6,646+107.4% | $8,070+70.9% | $4,297+220.9% |
| Admin fee / account holder | $10,110 | $7,942+27.3% | $13,006-22.3% | $6,935+45.8% |