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 | $204,606 | $172,111+18.9% | $150,298+36.1% | $137,256+49.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.23% | 69.37%-49.1pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $11,890 | $4,636+156.5% | $4,154+186.2% | $4,156+186.1% |
| Participant deferral / active EE | $9,160 | $6,166+48.6% | $5,453+68.0% | $6,407+43.0% |
| Admin fee / account holder | $18,088 | $16,471+9.8% | $14,116+28.1% | $12,270+47.4% |