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 | $132,428 | $106,749+24.1% | $145,433-8.9% | $82,448+60.6% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 14.86% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $9,985 | $3,444+189.9% | $4,554+119.2% | $2,551+291.4% |
| Participant deferral / active EE | $7,938 | $6,519+21.8% | $7,897+0.5% | $4,139+91.8% |
| Admin fee / account holder | $4,975 | $8,390-40.7% | $13,129-62.1% | $7,234-31.2% |