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 | $219,403 | $108,912+101.5% | $100,383+118.6% | $145,959+50.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.22% | 57.96%-44.7pp | 49.26%-36.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $851 | $4,423-80.8% | $3,944-78.4% | $4,661-81.8% |
| Participant deferral / active EE | $17,011 | $8,451+101.3% | $8,086+110.4% | $6,689+154.3% |
| Admin fee / account holder | $74,592 | $9,690+669.8% | $7,900+844.2% | $13,398+456.7% |