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 | $54,704 | $106,749-48.8% | $145,433-62.4% | $82,448-33.7% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 22.32% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $4,635 | $3,444+34.6% | $4,554+1.8% | $2,551+81.7% |
| Participant deferral / active EE | $11,873 | $6,519+82.1% | $7,897+50.3% | $4,139+186.8% |
| Admin fee / account holder | $314 | $8,390-96.3% | $13,129-97.6% | $7,234-95.7% |