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 5-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 | $198,882 | $154,228+29.0% | $145,433+36.8% | $137,256+44.9% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,564 | $4,804-5.0% | $4,554+0.2% | $4,156+9.8% |
| Participant deferral / active EE | $11,949 | $8,216+45.4% | $7,897+51.3% | $6,407+86.5% |
| Admin fee / account holder | $974 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |