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 | $152,934 | $67,894+125.3% | $89,340+71.2% | $82,448+85.5% |
| Participation rate | 83.3% | 64.0%+19.3pp | 69.6%+13.8pp | 68.1%+15.3pp |
| Annual return | 15.87% | 19.21%-3.3pp | 20.57%-4.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,056 | $1,828+67.2% | $2,231+37.0% | $2,551+19.8% |
| Participant deferral / active EE | $4,846 | $3,072+57.7% | $3,823+26.8% | $4,139+17.1% |
| Admin fee / account holder | $25,509 | $5,723+345.7% | $6,704+280.5% | $7,234+252.6% |