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 8-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 | $182,651 | $106,749+71.1% | $145,433+25.6% | $82,448+121.5% |
| Participation rate | 98.6% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 59.10% | 27.59%+31.5pp | 66.58%-7.5pp | 41.64%+17.5pp |
| Employer contribution / active EE | $21,658 | $3,444+528.8% | $4,554+375.5% | $2,551+749.0% |
| Participant deferral / active EE | $14,460 | $6,519+121.8% | $7,897+83.1% | $4,139+249.3% |
| Admin fee / account holder | $1,338 | $8,390-84.1% | $13,129-89.8% | $7,234-81.5% |