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 | $244,296 | $209,336+16.7% | $197,124+23.9% | $137,256+78.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.54% | 48.09%-26.5pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $8,464 | $6,591+28.4% | $6,227+35.9% | $4,156+103.7% |
| Participant deferral / active EE | $24,479 | $9,614+154.6% | $9,135+168.0% | $6,407+282.1% |
| Admin fee / account holder | $20,340 | $17,308+17.5% | $16,298+24.8% | $12,270+65.8% |