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 | $245,290 | $159,934+53.4% | $147,005+66.9% | $145,959+68.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 20.74% | 98.24%-77.5pp | 418.76%-398.0pp | 561.95%-541.2pp |
| Employer contribution / active EE | $4,847 | $5,287-8.3% | $4,934-1.8% | $4,661+4.0% |
| Participant deferral / active EE | $6,623 | $8,427-21.4% | $8,070-17.9% | $6,689-1.0% |
| Admin fee / account holder | $20,540 | $15,053+36.4% | $13,006+57.9% | $13,398+53.3% |