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 7-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 | $13,160 | $124,425-89.4% | $112,040-88.3% | $137,256-90.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 31.86% | 24.72%+7.1pp | 24.52%+7.3pp | 220.34%-188.5pp |
| Employer contribution / active EE | $2,001 | $3,411-41.3% | $2,954-32.3% | $4,156-51.8% |
| Participant deferral / active EE | $2,735 | $5,718-52.2% | $5,098-46.3% | $6,407-57.3% |
| Admin fee / account holder | $773 | $15,207-94.9% | $12,098-93.6% | $12,270-93.7% |