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 7-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 | $100,475 | $87,037+15.4% | $106,201-5.4% | $80,874+24.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.54% | 17.05%-4.5pp | 116.26%-103.7pp | 35.62%-23.1pp |
| Employer contribution / active EE | $8,261 | $2,396+244.8% | $3,170+160.6% | $2,756+199.8% |
| Participant deferral / active EE | $11,777 | $3,986+195.5% | $5,012+135.0% | $4,297+174.1% |
| Admin fee / account holder | $9,207 | $8,434+9.2% | $11,039-16.6% | $6,935+32.8% |