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.)
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 | $295,738 | $180,749+63.6% | $160,784+83.9% | $137,256+115.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 0.07% | 2234.46%-2234.4pp | 1803.92%-1803.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $17,622 | $4,155+324.1% | $3,733+372.1% | $4,156+324.0% |
| Participant deferral / active EE | $20,333 | $6,844+197.1% | $6,293+223.1% | $6,407+217.4% |
| Admin fee / account holder | $36,193 | $10,397+248.1% | $9,717+272.5% | $12,270+195.0% |