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 | $138,100 | $88,672+55.7% | $105,223+31.2% | $82,448+67.5% |
| Participation rate | 93.1% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.0pp |
| Annual return | 18.03% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $4,005 | $3,048+31.4% | $3,689+8.6% | $2,551+57.0% |
| Participant deferral / active EE | $7,409 | $4,036+83.6% | $5,072+46.1% | $4,139+79.0% |
| Admin fee / account holder | $4,881 | $7,146-31.7% | $8,859-44.9% | $7,234-32.5% |