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 | $212,290 | $78,520+170.4% | $96,576+119.8% | $82,448+157.5% |
| Participation rate | 83.6% | 77.7%+5.9pp | 81.4%+2.2pp | 68.1%+15.6pp |
| Annual return | 15.87% | 41.30%-25.4pp | 38.47%-22.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $623 | $2,630-76.3% | $3,553-82.5% | $2,551-75.6% |
| Participant deferral / active EE | $7,358 | $6,754+8.9% | $7,956-7.5% | $4,139+77.7% |
| Admin fee / account holder | $1,212 | $13,455-91.0% | $11,381-89.4% | $7,234-83.3% |