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 | $238,334 | $178,174+33.8% | $156,181+52.6% | $137,256+73.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.07% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,266 | $4,972-14.2% | $4,294-0.7% | $4,156+2.6% |
| Participant deferral / active EE | $6,579 | $6,888-4.5% | $6,132+7.3% | $6,407+2.7% |
| Admin fee / account holder | $6,420 | $17,404-63.1% | $14,586-56.0% | $12,270-47.7% |