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 5-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 | $5,751 | $172,111-96.7% | $150,298-96.2% | $137,256-95.8% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 15.72% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,282 | $4,636-72.4% | $4,154-69.1% | $4,156-69.2% |
| Participant deferral / active EE | $2,686 | $6,166-56.4% | $5,453-50.7% | $6,407-58.1% |
| Admin fee / account holder | $418 | $16,471-97.5% | $14,116-97.0% | $12,270-96.6% |