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 7-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 | $127,188 | $72,071+76.5% | $68,368+86.0% | $137,256-7.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.90% | 353.14%-330.2pp | 292.57%-269.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,150 | $2,788+13.0% | $2,649+18.9% | $4,156-24.2% |
| Participant deferral / active EE | $23,250 | $4,410+427.2% | $4,123+463.9% | $6,407+262.9% |
| Admin fee / account holder | $1,859 | $5,336-65.2% | $5,150-63.9% | $12,270-84.8% |