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 | $163,825 | $81,233+101.7% | $155,567+5.3% | $80,874+102.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.93% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $8,589 | $3,101+177.0% | $4,674+83.7% | $2,756+211.7% |
| Participant deferral / active EE | $7,971 | $3,452+130.9% | $5,628+41.6% | $4,297+85.5% |
| Admin fee / account holder | $32,906 | $7,998+311.4% | $15,916+106.7% | $6,935+374.5% |