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 3-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 | $25,421 | $183,592-86.2% | $155,567-83.7% | $145,959-82.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.28% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $11,521 | $5,315+116.8% | $4,674+146.5% | $4,661+147.2% |
| Participant deferral / active EE | $7,069 | $6,464+9.4% | $5,628+25.6% | $6,689+5.7% |
| Admin fee / account holder | $348 | $19,318-98.2% | $15,916-97.8% | $13,398-97.4% |