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 | $37,757 | $111,814-66.2% | $93,654-59.7% | $145,959-74.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 0.00% | 203.30%-203.3pp | 133.34%-133.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $2,291 | $3,092-25.9% | $2,421-5.4% | $4,661-50.8% |
| Participant deferral / active EE | $11,290 | $4,914+129.7% | $4,413+155.8% | $6,689+68.8% |
| Admin fee / account holder | $3,260 | $10,246-68.2% | $8,282-60.6% | $13,398-75.7% |