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 | $195,298 | $95,453+104.6% | $112,040+74.3% | $82,448+136.9% |
| Participation rate | 92.3% | 72.8%+19.6pp | 76.5%+15.8pp | 68.1%+24.2pp |
| Annual return | 15.80% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $16,644 | $2,318+618.1% | $2,954+463.4% | $2,551+552.5% |
| Participant deferral / active EE | $21,309 | $4,224+404.5% | $5,098+318.0% | $4,139+414.8% |
| Admin fee / account holder | $24,820 | $9,013+175.4% | $12,098+105.2% | $7,234+243.1% |