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 | $112,402 | $111,535+0.8% | $105,223+6.8% | $137,256-18.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.15% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,896 | $3,939-26.5% | $3,689-21.5% | $4,156-30.3% |
| Participant deferral / active EE | $9,136 | $5,500+66.1% | $5,072+80.1% | $6,407+42.6% |
| Admin fee / account holder | $1,049 | $9,721-89.2% | $8,859-88.2% | $12,270-91.4% |