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 8-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 | $23,293 | $201,259-88.4% | $184,200-87.4% | $145,959-84.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.87% | 28.98%-18.1pp | 28.80%-17.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $18,308 | $7,018+160.9% | $6,424+185.0% | $4,661+292.8% |
| Participant deferral / active EE | $34,743 | $9,806+254.3% | $9,132+280.5% | $6,689+419.4% |
| Admin fee / account holder | $29,235 | $16,372+78.6% | $13,907+110.2% | $13,398+118.2% |