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 | $120,397 | $72,071+67.1% | $68,368+76.1% | $137,256-12.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.27% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $12,335 | $2,788+342.5% | $2,649+365.7% | $4,156+196.8% |
| Participant deferral / active EE | $9,058 | $4,410+105.4% | $4,123+119.7% | $6,407+41.4% |
| Admin fee / account holder | $15,282 | $5,336+186.4% | $5,150+196.7% | $12,270+24.5% |