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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,678 | $128,603-66.8% | $197,124-78.3% | $67,986-37.2% |
| Participation rate | 76.5% | 81.7%-5.2pp | 86.7%-10.2pp | 57.2%+19.3pp |
| Annual return | 19.21% | 23.77%-4.6pp | 44.34%-25.1pp | 31.67%-12.5pp |
| Employer contribution / active EE | $2,376 | $4,379-45.7% | $6,227-61.8% | $2,019+17.7% |
| Participant deferral / active EE | $5,657 | $6,840-17.3% | $9,135-38.1% | $3,358+68.5% |
| Admin fee / account holder | $1,464 | $3,035-51.7% | $16,298-91.0% | $3,203-54.3% |