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 | $87,059 | $159,934-45.6% | $147,005-40.8% | $145,959-40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.74% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,783 | $5,287-28.4% | $4,934-23.3% | $4,661-18.8% |
| Participant deferral / active EE | $8,164 | $8,427-3.1% | $8,070+1.2% | $6,689+22.1% |
| Admin fee / account holder | $59,332 | $15,053+294.1% | $13,006+356.2% | $13,398+342.8% |