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 | $160,793 | $76,407+110.4% | $150,298+7.0% | $82,448+95.0% |
| Participation rate | 92.8% | 66.4%+26.4pp | 77.8%+15.0pp | 68.1%+24.7pp |
| Annual return | 19.92% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $7,957 | $2,614+204.4% | $4,154+91.5% | $2,551+211.9% |
| Participant deferral / active EE | $6,428 | $3,214+100.0% | $5,453+17.9% | $4,139+55.3% |
| Admin fee / account holder | $3,491 | $6,352-45.0% | $14,116-75.3% | $7,234-51.7% |