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 | $208,210 | $81,233+156.3% | $155,567+33.8% | $80,874+157.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.08% | 33.33%-15.2pp | 64.74%-46.7pp | 35.62%-17.5pp |
| Employer contribution / active EE | $6,064 | $3,101+95.6% | $4,674+29.7% | $2,756+120.0% |
| Participant deferral / active EE | $8,990 | $3,452+160.4% | $5,628+59.7% | $4,297+109.2% |
| Admin fee / account holder | $1,919 | $7,998-76.0% | $15,916-87.9% | $6,935-72.3% |