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 | $157,564 | $102,382+53.9% | $147,005+7.2% | $80,874+94.8% |
| Participation rate | 80.5% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 21.26% | 134.89%-113.6pp | 418.76%-397.5pp | 35.62%-14.4pp |
| Employer contribution / active EE | $4,802 | $3,715+29.3% | $4,934-2.7% | $2,756+74.3% |
| Participant deferral / active EE | $11,072 | $6,646+66.6% | $8,070+37.2% | $4,297+157.7% |
| Admin fee / account holder | $16,650 | $7,942+109.6% | $13,006+28.0% | $6,935+140.1% |