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 | $198,230 | $106,749+85.7% | $145,433+36.3% | $82,448+140.4% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 16.63% | 27.59%-11.0pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $7,431 | $3,444+115.7% | $4,554+63.2% | $2,551+191.3% |
| Participant deferral / active EE | $18,011 | $6,519+176.3% | $7,897+128.1% | $4,139+335.1% |
| Admin fee / account holder | $16,286 | $8,390+94.1% | $13,129+24.0% | $7,234+125.1% |