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 | $120,881 | $111,535+8.4% | $105,223+14.9% | $137,256-11.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 19.04% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,750 | $3,939+20.6% | $3,689+28.8% | $4,156+14.3% |
| Participant deferral / active EE | $8,087 | $5,500+47.0% | $5,072+59.5% | $6,407+26.2% |
| Admin fee / account holder | $9,106 | $9,721-6.3% | $8,859+2.8% | $12,270-25.8% |