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 8-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 | $222,829 | $165,584+34.6% | $142,942+55.9% | $137,256+62.3% |
| Participation rate | 91.3% | 80.1%+11.2pp | 76.8%+14.5pp | 80.0%+11.3pp |
| Annual return | 17.68% | 164.22%-146.5pp | 113.70%-96.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,305 | $4,725-51.2% | $4,139-44.3% | $4,156-44.5% |
| Participant deferral / active EE | $5,809 | $8,194-29.1% | $7,128-18.5% | $6,407-9.3% |
| Admin fee / account holder | $1,578 | $16,167-90.2% | $12,475-87.4% | $12,270-87.1% |