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 | $141,626 | $73,787+91.9% | $98,716+43.5% | $82,448+71.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.85% | 18.57%-4.7pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $6,873 | $1,511+354.8% | $2,279+201.6% | $2,551+169.4% |
| Participant deferral / active EE | $3,689 | $3,081+19.7% | $4,048-8.9% | $4,139-10.9% |
| Admin fee / account holder | $6,061 | $6,500-6.8% | $8,703-30.4% | $7,234-16.2% |