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 | $216,014 | $111,814+93.2% | $93,654+130.7% | $145,959+48.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 13.63% | 203.30%-189.7pp | 133.34%-119.7pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,804 | $3,092-41.7% | $2,421-25.5% | $4,661-61.3% |
| Participant deferral / active EE | $5,436 | $4,914+10.6% | $4,413+23.2% | $6,689-18.7% |
| Admin fee / account holder | $486 | $10,246-95.3% | $8,282-94.1% | $13,398-96.4% |