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 | $130,059 | $108,912+19.4% | $100,383+29.6% | $145,959-10.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 57.96%-44.3pp | 49.26%-35.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $5,768 | $4,423+30.4% | $3,944+46.3% | $4,661+23.8% |
| Participant deferral / active EE | $21,971 | $8,451+160.0% | $8,086+171.7% | $6,689+228.5% |
| Admin fee / account holder | $13,826 | $9,690+42.7% | $7,900+75.0% | $13,398+3.2% |