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 | $244,289 | $154,228+58.4% | $145,433+68.0% | $137,256+78.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.07% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,536 | $4,804+15.2% | $4,554+21.6% | $4,156+33.2% |
| Participant deferral / active EE | $14,863 | $8,216+80.9% | $7,897+88.2% | $6,407+132.0% |
| Admin fee / account holder | $1,584 | $14,344-89.0% | $13,129-87.9% | $12,270-87.1% |