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 | $245,919 | $154,228+59.5% | $145,433+69.1% | $137,256+79.2% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 16.40% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $9,539 | $4,804+98.6% | $4,554+109.4% | $4,156+129.5% |
| Participant deferral / active EE | $19,668 | $8,216+139.4% | $7,897+149.0% | $6,407+207.0% |
| Admin fee / account holder | $20,024 | $14,344+39.6% | $13,129+52.5% | $12,270+63.2% |