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 5-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 | $214,532 | $80,812+165.5% | $160,784+33.4% | $82,448+160.2% |
| Participation rate | 90.0% | 66.2%+23.8pp | 77.0%+13.0pp | 68.1%+21.9pp |
| Annual return | 20.51% | 100.59%-80.1pp | 1803.92%-1783.4pp | 41.64%-21.1pp |
| Employer contribution / active EE | $5,434 | $2,174+150.0% | $3,733+45.6% | $2,551+113.0% |
| Participant deferral / active EE | $9,058 | $4,335+108.9% | $6,293+43.9% | $4,139+118.8% |
| Admin fee / account holder | $8,657 | $7,695+12.5% | $9,717-10.9% | $7,234+19.7% |