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 | $245,309 | $88,672+176.6% | $105,223+133.1% | $82,448+197.5% |
| Participation rate | 88.6% | 67.9%+20.6pp | 75.0%+13.5pp | 68.1%+20.5pp |
| Annual return | 13.48% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $5,239 | $3,048+71.9% | $3,689+42.0% | $2,551+105.4% |
| Participant deferral / active EE | $13,272 | $4,036+228.8% | $5,072+161.7% | $4,139+220.6% |
| Admin fee / account holder | $30,566 | $7,146+327.7% | $8,859+245.0% | $7,234+322.5% |