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 | $219,722 | $68,097+222.7% | $62,929+249.2% | $137,256+60.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 28.03% | 1859.11%-1831.1pp | 1063.93%-1035.9pp | 220.34%-192.3pp |
| Employer contribution / active EE | $2,000 | $2,811-28.9% | $2,505-20.1% | $4,156-51.9% |
| Participant deferral / active EE | $18,333 | $4,553+302.7% | $3,888+371.5% | $6,407+186.1% |
| Admin fee / account holder | $119,533 | $6,521+1732.9% | $5,065+2260.2% | $12,270+874.2% |