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 | $195,921 | $88,672+120.9% | $105,223+86.2% | $82,448+137.6% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 18.26% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $10,202 | $3,048+234.7% | $3,689+176.6% | $2,551+299.9% |
| Participant deferral / active EE | $12,086 | $4,036+199.5% | $5,072+138.3% | $4,139+192.0% |
| Admin fee / account holder | $950 | $7,146-86.7% | $8,859-89.3% | $7,234-86.9% |