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 | $52,807 | $209,336-74.8% | $197,124-73.2% | $137,256-61.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.87% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $17,775 | $6,591+169.7% | $6,227+185.4% | $4,156+327.7% |
| Participant deferral / active EE | $9,815 | $9,614+2.1% | $9,135+7.4% | $6,407+53.2% |
| Admin fee / account holder | $51,547 | $17,308+197.8% | $16,298+216.3% | $12,270+320.1% |