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 8-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 | $126,817 | $111,535+13.7% | $105,223+20.5% | $137,256-7.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 14.30% | 237.85%-223.6pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $16,076 | $3,939+308.1% | $3,689+335.8% | $4,156+286.8% |
| Participant deferral / active EE | $2,464 | $5,500-55.2% | $5,072-51.4% | $6,407-61.5% |
| Admin fee / account holder | $19,230 | $9,721+97.8% | $8,859+117.1% | $12,270+56.7% |