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 | $155,823 | $106,749+46.0% | $145,433+7.1% | $82,448+89.0% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 27.08% | 27.59%-0.5pp | 66.58%-39.5pp | 41.64%-14.6pp |
| Employer contribution / active EE | $6,595 | $3,444+91.5% | $4,554+44.8% | $2,551+158.5% |
| Participant deferral / active EE | $8,878 | $6,519+36.2% | $7,897+12.4% | $4,139+114.5% |
| Admin fee / account holder | $12,199 | $8,390+45.4% | $13,129-7.1% | $7,234+68.6% |