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 | $105,573 | $72,071+46.5% | $68,368+54.4% | $137,256-23.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.28% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $931 | $2,788-66.6% | $2,649-64.9% | $4,156-77.6% |
| Participant deferral / active EE | $15,040 | $4,410+241.0% | $4,123+264.8% | $6,407+134.8% |
| Admin fee / account holder | $301 | $5,336-94.4% | $5,150-94.2% | $12,270-97.5% |