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 | $56,973 | $51,638+10.3% | $68,368-16.7% | $82,448-30.9% |
| Participation rate | 91.4% | 63.6%+27.8pp | 73.8%+17.6pp | 68.1%+23.3pp |
| Annual return | 14.60% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,358 | $2,047+64.1% | $2,649+26.8% | $2,551+31.6% |
| Participant deferral / active EE | $3,574 | $2,914+22.7% | $4,123-13.3% | $4,139-13.6% |
| Admin fee / account holder | $16,549 | $4,643+256.4% | $5,150+221.3% | $7,234+128.8% |