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 | $118,713 | $101,763+16.7% | $164,866-28.0% | $80,874+46.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.51% | 16.73%-3.2pp | 69.97%-56.5pp | 35.62%-22.1pp |
| Employer contribution / active EE | $10,053 | $2,954+240.3% | $4,343+131.5% | $2,756+264.8% |
| Participant deferral / active EE | $8,706 | $4,477+94.5% | $6,033+44.3% | $4,297+102.6% |
| Admin fee / account holder | $8,582 | $8,228+4.3% | $12,689-32.4% | $6,935+23.7% |