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 | $83,507 | $169,161-50.6% | $129,295-35.4% | $145,959-42.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 14348.07%-14348.1pp | 9429.28%-9429.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $3,017 | $5,543-45.6% | $4,157-27.4% | $4,661-35.3% |
| Participant deferral / active EE | $22,042 | $4,989+341.8% | $4,169+428.7% | $6,689+229.5% |
| Admin fee / account holder | $555 | $9,878-94.4% | $7,665-92.8% | $13,398-95.9% |