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 | $202,016 | $76,407+164.4% | $150,298+34.4% | $82,448+145.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.21% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,396 | $2,614-46.6% | $4,154-66.4% | $2,551-45.3% |
| Participant deferral / active EE | $7,760 | $3,214+141.4% | $5,453+42.3% | $4,139+87.5% |
| Admin fee / account holder | $2,277 | $6,352-64.2% | $14,116-83.9% | $7,234-68.5% |