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 | $160,317 | $88,672+80.8% | $105,223+52.4% | $82,448+94.4% |
| Participation rate | 92.7% | 67.9%+24.8pp | 75.0%+17.6pp | 68.1%+24.6pp |
| Annual return | 13.30% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $10,694 | $3,048+250.9% | $3,689+189.9% | $2,551+319.2% |
| Participant deferral / active EE | $5,641 | $4,036+39.8% | $5,072+11.2% | $4,139+36.3% |
| Admin fee / account holder | $8,973 | $7,146+25.6% | $8,859+1.3% | $7,234+24.0% |