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 6-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 | $151,796 | $178,174-14.8% | $156,181-2.8% | $137,256+10.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 78.99% | 84.19%-5.2pp | 64.87%+14.1pp | 220.34%-141.3pp |
| Employer contribution / active EE | $5,628 | $4,972+13.2% | $4,294+31.1% | $4,156+35.4% |
| Participant deferral / active EE | $14,038 | $6,888+103.8% | $6,132+128.9% | $6,407+119.1% |
| Admin fee / account holder | $2,201 | $17,404-87.4% | $14,586-84.9% | $12,270-82.1% |