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 5-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 | $37,925 | $172,111-78.0% | $150,298-74.8% | $137,256-72.4% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 19.41% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $6,610 | $4,636+42.6% | $4,154+59.1% | $4,156+59.1% |
| Participant deferral / active EE | $6,568 | $6,166+6.5% | $5,453+20.5% | $6,407+2.5% |
| Admin fee / account holder | $660 | $16,471-96.0% | $14,116-95.3% | $12,270-94.6% |