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 | $230,444 | $183,592+25.5% | $155,567+48.1% | $145,959+57.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.77% | 61.24%-38.5pp | 64.74%-42.0pp | 561.95%-539.2pp |
| Employer contribution / active EE | $1,809 | $5,315-66.0% | $4,674-61.3% | $4,661-61.2% |
| Participant deferral / active EE | $8,002 | $6,464+23.8% | $5,628+42.2% | $6,689+19.6% |
| Admin fee / account holder | $369 | $19,318-98.1% | $15,916-97.7% | $13,398-97.2% |