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 | $190,455 | $88,672+114.8% | $105,223+81.0% | $82,448+131.0% |
| Participation rate | 96.8% | 67.9%+28.8pp | 75.0%+21.7pp | 68.1%+28.7pp |
| Annual return | 13.97% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $5,292 | $3,048+73.6% | $3,689+43.5% | $2,551+107.5% |
| Participant deferral / active EE | $12,872 | $4,036+218.9% | $5,072+153.8% | $4,139+211.0% |
| Admin fee / account holder | $25,506 | $7,146+256.9% | $8,859+187.9% | $7,234+252.6% |