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 5-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 | $205,910 | $154,228+33.5% | $145,433+41.6% | $137,256+50.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.86% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $6,096 | $4,804+26.9% | $4,554+33.8% | $4,156+46.7% |
| Participant deferral / active EE | $23,300 | $8,216+183.6% | $7,897+195.0% | $6,407+263.7% |
| Admin fee / account holder | $39,221 | $14,344+173.4% | $13,129+198.7% | $12,270+219.6% |