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 | $217,026 | $154,228+40.7% | $145,433+49.2% | $137,256+58.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.50% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,298 | $4,804-10.5% | $4,554-5.6% | $4,156+3.4% |
| Participant deferral / active EE | $9,835 | $8,216+19.7% | $7,897+24.5% | $6,407+53.5% |
| Admin fee / account holder | $14,046 | $14,344-2.1% | $13,129+7.0% | $12,270+14.5% |