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 4-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 | $25,060 | $154,228-83.8% | $145,433-82.8% | $137,256-81.7% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 20.23% | 74.59%-54.4pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,193 | $4,804-33.5% | $4,554-29.9% | $4,156-23.2% |
| Participant deferral / active EE | $4,318 | $8,216-47.4% | $7,897-45.3% | $6,407-32.6% |
| Admin fee / account holder | $336 | $14,344-97.7% | $13,129-97.4% | $12,270-97.3% |