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 | $185,003 | $73,787+150.7% | $98,716+87.4% | $82,448+124.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.44% | 18.57%-1.1pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,869 | $1,511+156.0% | $2,279+69.8% | $2,551+51.7% |
| Participant deferral / active EE | $9,982 | $3,081+223.9% | $4,048+146.6% | $4,139+141.2% |
| Admin fee / account holder | $2,851 | $6,500-56.1% | $8,703-67.2% | $7,234-60.6% |