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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,093 | $172,111-97.6% | $150,298-97.3% | $137,256-97.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 40.00% | 69.37%-29.4pp | 62.79%-22.8pp | 220.34%-180.3pp |
| Employer contribution / active EE | $5,245 | $4,636+13.1% | $4,154+26.3% | $4,156+26.2% |
| Participant deferral / active EE | $16,632 | $6,166+169.7% | $5,453+205.0% | $6,407+159.6% |
| Admin fee / account holder | $671 | $16,471-95.9% | $14,116-95.2% | $12,270-94.5% |