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 | $199,702 | $88,672+125.2% | $105,223+89.8% | $82,448+142.2% |
| Participation rate | 95.4% | 67.9%+27.5pp | 75.0%+20.3pp | 68.1%+27.3pp |
| Annual return | 17.68% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $6,667 | $3,048+118.7% | $3,689+80.7% | $2,551+161.3% |
| Participant deferral / active EE | $6,939 | $4,036+71.9% | $5,072+36.8% | $4,139+67.6% |
| Admin fee / account holder | $22,536 | $7,146+215.4% | $8,859+154.4% | $7,234+211.5% |