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 | $175,950 | $154,228+14.1% | $145,433+21.0% | $137,256+28.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.68% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $8,238 | $4,804+71.5% | $4,554+80.9% | $4,156+98.2% |
| Participant deferral / active EE | $14,177 | $8,216+72.5% | $7,897+79.5% | $6,407+121.3% |
| Admin fee / account holder | $11,711 | $14,344-18.4% | $13,129-10.8% | $12,270-4.6% |