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 | $229,802 | $178,174+29.0% | $156,181+47.1% | $137,256+67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.48% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,725 | $4,972-45.2% | $4,294-36.5% | $4,156-34.4% |
| Participant deferral / active EE | $9,403 | $6,888+36.5% | $6,132+53.3% | $6,407+46.8% |
| Admin fee / account holder | $1,928 | $17,404-88.9% | $14,586-86.8% | $12,270-84.3% |