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 9-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 | $124,397 | $106,749+16.5% | $145,433-14.5% | $82,448+50.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.25% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $7,262 | $3,444+110.8% | $4,554+59.4% | $2,551+184.7% |
| Participant deferral / active EE | $15,132 | $6,519+132.1% | $7,897+91.6% | $4,139+265.6% |
| Admin fee / account holder | $20,261 | $8,390+141.5% | $13,129+54.3% | $7,234+180.1% |