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 | $205,254 | $172,111+19.3% | $150,298+36.6% | $137,256+49.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.43% | 69.37%-57.9pp | 62.79%-51.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,373 | $4,636-27.2% | $4,154-18.8% | $4,156-18.8% |
| Participant deferral / active EE | $4,470 | $6,166-27.5% | $5,453-18.0% | $6,407-30.2% |
| Admin fee / account holder | $10,604 | $16,471-35.6% | $14,116-24.9% | $12,270-13.6% |