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 | $194,449 | $108,825+78.7% | $156,181+24.5% | $82,448+135.8% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 18.06% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $4,081 | $2,870+42.2% | $4,294-5.0% | $2,551+60.0% |
| Participant deferral / active EE | $7,298 | $4,577+59.4% | $6,132+19.0% | $4,139+76.3% |
| Admin fee / account holder | $26,405 | $9,341+182.7% | $14,586+81.0% | $7,234+265.0% |