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 | $206,477 | $106,749+93.4% | $145,433+42.0% | $82,448+150.4% |
| Participation rate | 84.4% | 75.6%+8.7pp | 82.1%+2.3pp | 68.1%+16.3pp |
| Annual return | 17.03% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,620 | $3,444+34.1% | $4,554+1.4% | $2,551+81.1% |
| Participant deferral / active EE | $9,996 | $6,519+53.3% | $7,897+26.6% | $4,139+141.5% |
| Admin fee / account holder | $12,258 | $8,390+46.1% | $13,129-6.6% | $7,234+69.4% |