See peer percentile detail. $4.99 for 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,274 | $77,314+517.3% | $177,989+168.1% | $80,856+490.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 6.43% | 18.09%-11.7pp | 294.48%-288.1pp | 35.59%-29.2pp |
| Employer contribution / active EE | $13,350 | $2,292+482.4% | $3,949+238.1% | $2,755+384.6% |
| Participant deferral / active EE | $16,176 | $4,411+266.8% | $6,276+157.7% | $4,296+276.6% |
| Admin fee / account holder | $56,490 | $7,191+685.6% | $10,363+445.1% | $6,918+716.6% |