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 | $158,756 | $106,749+48.7% | $145,433+9.2% | $82,448+92.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.42% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $9,807 | $3,444+184.7% | $4,554+115.3% | $2,551+284.5% |
| Participant deferral / active EE | $15,097 | $6,519+131.6% | $7,897+91.2% | $4,139+264.7% |
| Admin fee / account holder | $15,452 | $8,390+84.2% | $13,129+17.7% | $7,234+113.6% |