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 | $122,883 | $88,672+38.6% | $105,223+16.8% | $82,448+49.0% |
| Participation rate | 89.2% | 67.9%+21.2pp | 75.0%+14.1pp | 68.1%+21.1pp |
| Annual return | 12.94% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,373 | $3,048+10.7% | $3,689-8.5% | $2,551+32.2% |
| Participant deferral / active EE | $9,308 | $4,036+130.6% | $5,072+83.5% | $4,139+124.9% |
| Admin fee / account holder | $8,822 | $7,146+23.5% | $8,859-0.4% | $7,234+22.0% |