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 | $295,738 | $189,613+56.0% | $167,512+76.5% | $142,382+107.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 0.07% | 2024.68%-2024.6pp | 1615.79%-1615.7pp | 217.08%-217.0pp |
| Employer contribution / active EE | $17,622 | $4,349+305.2% | $3,882+354.0% | $4,299+309.9% |
| Participant deferral / active EE | $20,333 | $6,981+191.3% | $6,405+217.5% | $6,507+212.5% |
| Admin fee / account holder | $36,193 | $10,528+243.8% | $9,769+270.5% | $12,624+186.7% |