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 | $181,698 | $73,397+147.6% | $178,014+2.1% | $74,546+143.7% |
| Participation rate | 97.0% | 66.6%+30.4pp | 77.1%+19.9pp | 67.2%+29.8pp |
| Annual return | 12.33% | 17.49%-5.2pp | 294.80%-282.5pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $5,913 | $2,217+166.7% | $3,950+49.7% | $2,624+125.3% |
| Participant deferral / active EE | $8,686 | $4,512+92.5% | $6,276+38.4% | $4,347+99.8% |
| Admin fee / account holder | $8,753 | $1,809+383.8% | $10,362-15.5% | $1,944+350.4% |