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 | $222,558 | $128,603+73.1% | $197,124+12.9% | $67,986+227.4% |
| Participation rate | 95.3% | 81.7%+13.6pp | 86.7%+8.6pp | 57.2%+38.1pp |
| Annual return | 20.65% | 23.77%-3.1pp | 44.34%-23.7pp | 31.67%-11.0pp |
| Employer contribution / active EE | $6,660 | $4,379+52.1% | $6,227+6.9% | $2,019+229.9% |
| Participant deferral / active EE | $13,109 | $6,840+91.7% | $9,135+43.5% | $3,358+290.4% |
| Admin fee / account holder | $7,910 | $3,035+160.6% | $16,298-51.5% | $3,203+146.9% |