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 | $248,151 | $154,228+60.9% | $145,433+70.6% | $137,256+80.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 14.72% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,351 | $4,804-30.2% | $4,554-26.4% | $4,156-19.4% |
| Participant deferral / active EE | $9,161 | $8,216+11.5% | $7,897+16.0% | $6,407+43.0% |
| Admin fee / account holder | $2,238 | $14,344-84.4% | $13,129-83.0% | $12,270-81.8% |