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 | $113,886 | $209,336-45.6% | $197,124-42.2% | $137,256-17.0% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 17.87% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,344 | $6,591-49.3% | $6,227-46.3% | $4,156-19.6% |
| Participant deferral / active EE | $14,944 | $9,614+55.4% | $9,135+63.6% | $6,407+133.2% |
| Admin fee / account holder | $26,642 | $17,308+53.9% | $16,298+63.5% | $12,270+117.1% |