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 9-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 | $230,574 | $172,111+34.0% | $150,298+53.4% | $137,256+68.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.92% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,367 | $4,636-27.4% | $4,154-18.9% | $4,156-19.0% |
| Participant deferral / active EE | $17,001 | $6,166+175.7% | $5,453+211.8% | $6,407+165.4% |
| Admin fee / account holder | $2,261 | $16,471-86.3% | $14,116-84.0% | $12,270-81.6% |