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 9-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 | $146,240 | $124,425+17.5% | $112,040+30.5% | $137,256+6.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.76% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $11,319 | $3,411+231.8% | $2,954+283.2% | $4,156+172.3% |
| Participant deferral / active EE | $23,994 | $5,718+319.6% | $5,098+370.7% | $6,407+274.5% |
| Admin fee / account holder | $14,658 | $15,207-3.6% | $12,098+21.2% | $12,270+19.5% |