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 | $178,463 | $154,228+15.7% | $145,433+22.7% | $137,256+30.0% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 16.45% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,769 | $4,804+20.1% | $4,554+26.7% | $4,156+38.8% |
| Participant deferral / active EE | $4,935 | $8,216-39.9% | $7,897-37.5% | $6,407-23.0% |
| Admin fee / account holder | $26,100 | $14,344+82.0% | $13,129+98.8% | $12,270+112.7% |