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 | $45,307 | $180,749-74.9% | $160,784-71.8% | $137,256-67.0% |
| Participation rate | 85.0% | 80.0%+5.0pp | 77.0%+8.0pp | 80.0%+5.0pp |
| Annual return | 29.03% | 2234.46%-2205.4pp | 1803.92%-1774.9pp | 220.34%-191.3pp |
| Employer contribution / active EE | $2,136 | $4,155-48.6% | $3,733-42.8% | $4,156-48.6% |
| Participant deferral / active EE | $6,707 | $6,844-2.0% | $6,293+6.6% | $6,407+4.7% |
| Admin fee / account holder | $3,622 | $10,397-65.2% | $9,717-62.7% | $12,270-70.5% |