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 | $90,661 | $58,234+55.7% | $81,783+10.9% | $80,874+12.1% |
| Participation rate | 96.8% | 63.4%+33.3pp | 72.4%+24.4pp | 67.6%+29.1pp |
| Annual return | 11.65% | 41.70%-30.1pp | 775.05%-763.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $11,687 | $2,341+399.1% | $2,913+301.3% | $2,756+324.1% |
| Participant deferral / active EE | $11,187 | $3,283+240.8% | $4,320+158.9% | $4,297+160.4% |
| Admin fee / account holder | $4,276 | $4,982-14.2% | $7,380-42.1% | $6,935-38.3% |