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 10-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 | $197,408 | $106,749+84.9% | $145,433+35.7% | $82,448+139.4% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.3pp |
| Annual return | 16.68% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $6,650 | $3,444+93.1% | $4,554+46.0% | $2,551+160.7% |
| Participant deferral / active EE | $8,923 | $6,519+36.9% | $7,897+13.0% | $4,139+115.6% |
| Admin fee / account holder | $57,468 | $8,390+585.0% | $13,129+337.7% | $7,234+694.4% |