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 6-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 | $208,198 | $183,592+13.4% | $155,567+33.8% | $145,959+42.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 24.81% | 61.24%-36.4pp | 64.74%-39.9pp | 561.95%-537.1pp |
| Employer contribution / active EE | $2,253 | $5,315-57.6% | $4,674-51.8% | $4,661-51.7% |
| Participant deferral / active EE | $12,400 | $6,464+91.8% | $5,628+120.3% | $6,689+85.4% |
| Admin fee / account holder | $686 | $19,318-96.4% | $15,916-95.7% | $13,398-94.9% |