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 5-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 | $220,449 | $154,228+42.9% | $145,433+51.6% | $137,256+60.6% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 16.75% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,031 | $4,804-36.9% | $4,554-33.5% | $4,156-27.1% |
| Participant deferral / active EE | $10,207 | $8,216+24.2% | $7,897+29.2% | $6,407+59.3% |
| Admin fee / account holder | $2,825 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |