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 | $143,490 | $72,071+99.1% | $68,368+109.9% | $137,256+4.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.54% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,800 | $2,788-35.4% | $2,649-32.0% | $4,156-56.7% |
| Participant deferral / active EE | $22,619 | $4,410+412.9% | $4,123+448.6% | $6,407+253.0% |
| Admin fee / account holder | $2,611 | $5,336-51.1% | $5,150-49.3% | $12,270-78.7% |