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 | $167,139 | $79,700+109.7% | $153,432+8.9% | $74,546+124.2% |
| Participation rate | 91.3% | 69.8%+21.4pp | 77.1%+14.2pp | 67.2%+24.1pp |
| Annual return | 15.42% | 15.07%+0.4pp | 15.66%-0.2pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $10,677 | $4,016+165.8% | $5,038+111.9% | $2,624+306.8% |
| Participant deferral / active EE | $13,350 | $5,315+151.2% | $6,757+97.6% | $4,347+207.1% |
| Admin fee / account holder | $2,957 | $1,790+65.2% | $12,725-76.8% | $1,944+52.1% |