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.)
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 | $7,515 | $124,425-94.0% | $112,040-93.3% | $137,256-94.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 27.34% | 24.72%+2.6pp | 24.52%+2.8pp | 220.34%-193.0pp |
| Employer contribution / active EE | $958 | $3,411-71.9% | $2,954-67.6% | $4,156-76.9% |
| Participant deferral / active EE | $2,277 | $5,718-60.2% | $5,098-55.3% | $6,407-64.5% |
| Admin fee / account holder | $349 | $15,207-97.7% | $12,098-97.1% | $12,270-97.2% |