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 | $197,595 | $108,825+81.6% | $156,181+26.5% | $82,448+139.7% |
| Participation rate | 97.6% | 72.4%+25.2pp | 78.8%+18.7pp | 68.1%+29.5pp |
| Annual return | 16.55% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $7,764 | $2,870+170.5% | $4,294+80.8% | $2,551+204.4% |
| Participant deferral / active EE | $8,796 | $4,577+92.2% | $6,132+43.4% | $4,139+112.5% |
| Admin fee / account holder | $4,705 | $9,341-49.6% | $14,586-67.7% | $7,234-35.0% |