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 | $58,021 | $68,097-14.8% | $62,929-7.8% | $137,256-57.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.65% | 1859.11%-1845.5pp | 1063.93%-1050.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,971 | $2,811+76.8% | $2,505+98.5% | $4,156+19.6% |
| Participant deferral / active EE | $7,987 | $4,553+75.4% | $3,888+105.4% | $6,407+24.7% |
| Admin fee / account holder | $10,909 | $6,521+67.3% | $5,065+115.4% | $12,270-11.1% |