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 | $54,612 | $159,934-65.9% | $147,005-62.9% | $145,959-62.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 35.77% | 98.24%-62.5pp | 418.76%-383.0pp | 561.95%-526.2pp |
| Employer contribution / active EE | $6,840 | $5,287+29.4% | $4,934+38.6% | $4,661+46.8% |
| Participant deferral / active EE | $6,312 | $8,427-25.1% | $8,070-21.8% | $6,689-5.6% |
| Admin fee / account holder | $447 | $15,053-97.0% | $13,006-96.6% | $13,398-96.7% |