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 | $210,341 | $124,425+69.1% | $112,040+87.7% | $137,256+53.2% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 16.12% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $27,198 | $3,411+697.3% | $2,954+820.7% | $4,156+554.4% |
| Participant deferral / active EE | $6,773 | $5,718+18.4% | $5,098+32.9% | $6,407+5.7% |
| Admin fee / account holder | $13,726 | $15,207-9.7% | $12,098+13.5% | $12,270+11.9% |