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 | $222,524 | $172,111+29.3% | $150,298+48.1% | $137,256+62.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 16.10% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,259 | $4,636+13.4% | $4,154+26.6% | $4,156+26.5% |
| Participant deferral / active EE | $11,903 | $6,166+93.1% | $5,453+118.3% | $6,407+85.8% |
| Admin fee / account holder | $4,236 | $16,471-74.3% | $14,116-70.0% | $12,270-65.5% |