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 | $248,370 | $81,233+205.7% | $155,567+59.7% | $80,874+207.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.04% | 33.33%-18.3pp | 64.74%-49.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $13,182 | $3,101+325.1% | $4,674+182.0% | $2,756+378.4% |
| Participant deferral / active EE | $8,169 | $3,452+136.6% | $5,628+45.2% | $4,297+90.1% |
| Admin fee / account holder | $9,905 | $7,998+23.8% | $15,916-37.8% | $6,935+42.8% |