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 | $217,431 | $159,934+36.0% | $147,005+47.9% | $145,959+49.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.39% | 98.24%-82.9pp | 418.76%-403.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,861 | $5,287-64.8% | $4,934-62.3% | $4,661-60.1% |
| Participant deferral / active EE | $9,324 | $8,427+10.6% | $8,070+15.5% | $6,689+39.4% |
| Admin fee / account holder | $3,621 | $15,053-75.9% | $13,006-72.2% | $13,398-73.0% |