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 5-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 | $94,311 | $72,071+30.9% | $68,368+37.9% | $137,256-31.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.89% | 353.14%-332.3pp | 292.57%-271.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,103 | $2,788+83.0% | $2,649+92.7% | $4,156+22.8% |
| Participant deferral / active EE | $11,883 | $4,410+169.5% | $4,123+188.2% | $6,407+85.5% |
| Admin fee / account holder | $3,515 | $5,336-34.1% | $5,150-31.7% | $12,270-71.4% |