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.
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 | $21,769 | $154,228-85.9% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 71.99% | 74.59%-2.6pp | 66.58%+5.4pp | 220.34%-148.3pp |
| Employer contribution / active EE | $4,387 | $4,804-8.7% | $4,554-3.7% | $4,156+5.6% |
| Participant deferral / active EE | $3,477 | $8,216-57.7% | $7,897-56.0% | $6,407-45.7% |
| Admin fee / account holder | $353 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |