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 | $153,723 | $91,760+67.5% | $156,181-1.6% | $67,986+126.1% |
| Participation rate | 71.8% | 65.0%+6.8pp | 78.8%-7.0pp | 57.2%+14.6pp |
| Annual return | 16.46% | 18.14%-1.7pp | 64.87%-48.4pp | 31.67%-15.2pp |
| Employer contribution / active EE | $3,267 | $2,419+35.0% | $4,294-23.9% | $2,019+61.8% |
| Participant deferral / active EE | $11,531 | $3,960+191.2% | $6,132+88.0% | $3,358+243.4% |
| Admin fee / account holder | $11,715 | $3,949+196.7% | $14,586-19.7% | $3,203+265.7% |