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 | $196,252 | $154,228+27.2% | $145,433+34.9% | $137,256+43.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.70% | 74.59%-43.9pp | 66.58%-35.9pp | 220.34%-189.6pp |
| Employer contribution / active EE | $6,749 | $4,804+40.5% | $4,554+48.2% | $4,156+62.4% |
| Participant deferral / active EE | $8,113 | $8,216-1.3% | $7,897+2.7% | $6,407+26.6% |
| Admin fee / account holder | $5,242 | $14,344-63.5% | $13,129-60.1% | $12,270-57.3% |