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 | $247,759 | $149,040+66.2% | $120,225+106.1% | $137,256+80.5% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 16.57% | 605.68%-589.1pp | 439.23%-422.7pp | 220.34%-203.8pp |
| Employer contribution / active EE | $10,795 | $4,350+148.2% | $3,475+210.6% | $4,156+159.8% |
| Participant deferral / active EE | $8,293 | $4,655+78.2% | $3,999+107.4% | $6,407+29.4% |
| Admin fee / account holder | $1,004 | $6,348-84.2% | $5,696-82.4% | $12,270-91.8% |