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 | $199,150 | $154,228+29.1% | $145,433+36.9% | $137,256+45.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 22.81% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,067 | $4,804-57.0% | $4,554-54.6% | $4,156-50.3% |
| Participant deferral / active EE | $7,137 | $8,216-13.1% | $7,897-9.6% | $6,407+11.4% |
| Admin fee / account holder | $8,846 | $14,344-38.3% | $13,129-32.6% | $12,270-27.9% |