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 8-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 | $202,882 | $100,970+100.9% | $96,576+110.1% | $137,256+47.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.60% | 38.16%-24.6pp | 38.47%-24.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,434 | $3,809-9.9% | $3,553-3.4% | $4,156-17.4% |
| Participant deferral / active EE | $8,776 | $8,286+5.9% | $7,956+10.3% | $6,407+37.0% |
| Admin fee / account holder | $3,855 | $11,312-65.9% | $11,381-66.1% | $12,270-68.6% |