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 | $245,571 | $154,228+59.2% | $145,433+68.9% | $137,256+78.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.24% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,342 | $4,804+11.2% | $4,554+17.3% | $4,156+28.5% |
| Participant deferral / active EE | $13,037 | $8,216+58.7% | $7,897+65.1% | $6,407+103.5% |
| Admin fee / account holder | $2,148 | $14,344-85.0% | $13,129-83.6% | $12,270-82.5% |