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 | $227,934 | $72,071+216.3% | $68,368+233.4% | $137,256+66.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.57% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $11,005 | $2,788+294.7% | $2,649+315.5% | $4,156+164.8% |
| Participant deferral / active EE | $9,433 | $4,410+113.9% | $4,123+128.8% | $6,407+47.2% |
| Admin fee / account holder | $1,148 | $5,336-78.5% | $5,150-77.7% | $12,270-90.6% |