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 | $181,372 | $180,749+0.3% | $160,784+12.8% | $137,256+32.1% |
| Participation rate | 94.4% | 80.0%+14.5pp | 77.0%+17.5pp | 80.0%+14.5pp |
| Annual return | 13.69% | 2234.46%-2220.8pp | 1803.92%-1790.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,595 | $4,155-13.5% | $3,733-3.7% | $4,156-13.5% |
| Participant deferral / active EE | $11,439 | $6,844+67.1% | $6,293+81.8% | $6,407+78.5% |
| Admin fee / account holder | $23,296 | $10,397+124.1% | $9,717+139.7% | $12,270+89.9% |