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 | $241,775 | $111,814+116.2% | $103,374+133.9% | $145,959+65.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.61% | 24.77%-10.2pp | 24.89%-10.3pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,513 | $4,214-16.6% | $3,869-9.2% | $4,661-24.6% |
| Participant deferral / active EE | $6,169 | $5,618+9.8% | $5,058+22.0% | $6,689-7.8% |
| Admin fee / account holder | $1,323 | $9,754-86.4% | $8,394-84.2% | $13,398-90.1% |