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 | $183,383 | $102,382+79.1% | $147,005+24.7% | $80,874+126.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.24% | 134.89%-122.7pp | 418.76%-406.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,479 | $3,715-6.4% | $4,934-29.5% | $2,756+26.2% |
| Participant deferral / active EE | $9,670 | $6,646+45.5% | $8,070+19.8% | $4,297+125.0% |
| Admin fee / account holder | $31,395 | $7,942+295.3% | $13,006+141.4% | $6,935+352.7% |