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 9-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 | $65,424 | $56,060+16.7% | $76,002-13.9% | $80,874-19.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 16.76% | 20.54%-3.8pp | 360.07%-343.3pp | 35.62%-18.9pp |
| Employer contribution / active EE | $4,112 | $1,873+119.5% | $2,688+53.0% | $2,756+49.2% |
| Participant deferral / active EE | $7,285 | $3,051+138.7% | $4,257+71.1% | $4,297+69.5% |
| Admin fee / account holder | $8,616 | $5,237+64.5% | $6,414+34.3% | $6,935+24.2% |