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 | $217,248 | $72,071+201.4% | $68,368+217.8% | $137,256+58.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 16.64% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,583 | $2,788+28.5% | $2,649+35.2% | $4,156-13.8% |
| Participant deferral / active EE | $10,604 | $4,410+140.4% | $4,123+157.2% | $6,407+65.5% |
| Admin fee / account holder | $569 | $5,336-89.3% | $5,150-89.0% | $12,270-95.4% |