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 | $200,803 | $108,825+84.5% | $156,181+28.6% | $82,448+143.6% |
| Participation rate | 94.1% | 72.4%+21.8pp | 78.8%+15.3pp | 68.1%+26.0pp |
| Annual return | 13.41% | 20.59%-7.2pp | 64.87%-51.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $4,412 | $2,870+53.7% | $4,294+2.7% | $2,551+72.9% |
| Participant deferral / active EE | $5,079 | $4,577+11.0% | $6,132-17.2% | $4,139+22.7% |
| Admin fee / account holder | $10,091 | $9,341+8.0% | $14,586-30.8% | $7,234+39.5% |