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 | $220,429 | $209,336+5.3% | $197,124+11.8% | $137,256+60.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.43% | 48.09%-31.7pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,241 | $6,591-20.5% | $6,227-15.8% | $4,156+26.1% |
| Participant deferral / active EE | $20,606 | $9,614+114.3% | $9,135+125.6% | $6,407+221.6% |
| Admin fee / account holder | $1,307 | $17,308-92.5% | $16,298-92.0% | $12,270-89.4% |