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 | $204,078 | $106,749+91.2% | $145,433+40.3% | $82,448+147.5% |
| Participation rate | 88.6% | 75.6%+13.0pp | 82.1%+6.5pp | 68.1%+20.6pp |
| Annual return | 15.63% | 27.59%-12.0pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,705 | $3,444-21.5% | $4,554-40.6% | $2,551+6.0% |
| Participant deferral / active EE | $11,490 | $6,519+76.3% | $7,897+45.5% | $4,139+177.6% |
| Admin fee / account holder | $26,239 | $8,390+212.7% | $13,129+99.9% | $7,234+262.7% |