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 | $176,347 | $111,535+58.1% | $105,223+67.6% | $137,256+28.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 17.22% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,837 | $3,939+22.8% | $3,689+31.1% | $4,156+16.4% |
| Participant deferral / active EE | $12,707 | $5,500+131.0% | $5,072+150.5% | $6,407+98.3% |
| Admin fee / account holder | $6,912 | $9,721-28.9% | $8,859-22.0% | $12,270-43.7% |