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 | $42,111 | $172,111-75.5% | $150,298-72.0% | $137,256-69.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.21% | 69.37%-46.2pp | 62.79%-39.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $8,285 | $4,636+78.7% | $4,154+99.5% | $4,156+99.4% |
| Participant deferral / active EE | $4,747 | $6,166-23.0% | $5,453-13.0% | $6,407-25.9% |
| Admin fee / account holder | $4,809 | $16,471-70.8% | $14,116-65.9% | $12,270-60.8% |