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 | $123,853 | $48,277+156.5% | $67,511+83.5% | $80,874+53.1% |
| Participation rate | 75.9% | 66.4%+9.5pp | 72.9%+3.0pp | 67.6%+8.2pp |
| Annual return | 14.83% | 18.27%-3.4pp | 3517.41%-3502.6pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,793 | $2,021+38.2% | $2,733+2.2% | $2,756+1.3% |
| Participant deferral / active EE | $7,380 | $2,926+152.2% | $4,000+84.5% | $4,297+71.7% |
| Admin fee / account holder | $11,086 | $3,687+200.7% | $3,999+177.2% | $6,935+59.9% |