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 | $152,089 | $88,672+71.5% | $105,223+44.5% | $82,448+84.5% |
| Participation rate | 70.7% | 67.9%+2.8pp | 75.0%-4.3pp | 68.1%+2.7pp |
| Annual return | 13.21% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,302 | $3,048+8.3% | $3,689-10.5% | $2,551+29.4% |
| Participant deferral / active EE | $6,825 | $4,036+69.1% | $5,072+34.6% | $4,139+64.9% |
| Admin fee / account holder | $3,568 | $7,146-50.1% | $8,859-59.7% | $7,234-50.7% |