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 | $234,466 | $178,174+31.6% | $156,181+50.1% | $137,256+70.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.50% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,470 | $4,972-50.3% | $4,294-42.5% | $4,156-40.6% |
| Participant deferral / active EE | $7,894 | $6,888+14.6% | $6,132+28.7% | $6,407+23.2% |
| Admin fee / account holder | $17,084 | $17,404-1.8% | $14,586+17.1% | $12,270+39.2% |