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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,129 | $111,814-65.9% | $103,374-63.1% | $145,959-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.80% | 24.77%+2.0pp | 24.89%+1.9pp | 561.95%-535.2pp |
| Employer contribution / active EE | $7,981 | $4,214+89.4% | $3,869+106.3% | $4,661+71.2% |
| Participant deferral / active EE | $13,459 | $5,618+139.6% | $5,058+166.1% | $6,689+101.2% |
| Admin fee / account holder | $3,233 | $9,754-66.9% | $8,394-61.5% | $13,398-75.9% |