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 | $192,489 | $154,228+24.8% | $145,433+32.4% | $137,256+40.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 13.13% | 74.59%-61.5pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,943 | $4,804-17.9% | $4,554-13.4% | $4,156-5.1% |
| Participant deferral / active EE | $15,540 | $8,216+89.1% | $7,897+96.8% | $6,407+142.6% |
| Admin fee / account holder | $5,720 | $14,344-60.1% | $13,129-56.4% | $12,270-53.4% |