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 | $211,995 | $154,228+37.5% | $145,433+45.8% | $137,256+54.5% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 14.86% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,410 | $4,804+54.3% | $4,554+62.7% | $4,156+78.3% |
| Participant deferral / active EE | $6,749 | $8,216-17.9% | $7,897-14.5% | $6,407+5.3% |
| Admin fee / account holder | $25,914 | $14,344+80.7% | $13,129+97.4% | $12,270+111.2% |