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 | $217,544 | $95,453+127.9% | $112,040+94.2% | $82,448+163.9% |
| Participation rate | 89.1% | 72.8%+16.3pp | 76.5%+12.6pp | 68.1%+21.0pp |
| Annual return | 12.73% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,470 | $2,318+6.6% | $2,954-16.4% | $2,551-3.2% |
| Participant deferral / active EE | $11,963 | $4,224+183.2% | $5,098+134.7% | $4,139+189.0% |
| Admin fee / account holder | $25,437 | $9,013+182.2% | $12,098+110.3% | $7,234+251.6% |