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 7-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 | $47,978 | $183,592-73.9% | $155,567-69.2% | $145,959-67.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,577 | $5,315-70.3% | $4,674-66.3% | $4,661-66.2% |
| Participant deferral / active EE | $3,406 | $6,464-47.3% | $5,628-39.5% | $6,689-49.1% |
| Admin fee / account holder | $3,289 | $19,318-83.0% | $15,916-79.3% | $13,398-75.5% |