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 9-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 | $159,353 | $106,749+49.3% | $145,433+9.6% | $82,448+93.3% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 15.04% | 27.59%-12.6pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $6,203 | $3,444+80.1% | $4,554+36.2% | $2,551+143.2% |
| Participant deferral / active EE | $12,063 | $6,519+85.1% | $7,897+52.8% | $4,139+191.4% |
| Admin fee / account holder | $17,396 | $8,390+107.3% | $13,129+32.5% | $7,234+140.5% |