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 | $252,410 | $165,984+52.1% | $164,813+53.1% | $145,922+73.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.66% | 100.03%-96.4pp | 69.93%-66.3pp | 561.29%-557.6pp |
| Employer contribution / active EE | $26,111 | $5,273+395.2% | $4,341+501.5% | $4,660+460.4% |
| Participant deferral / active EE | $59,277 | $6,959+751.8% | $6,031+882.8% | $6,688+786.4% |
| Admin fee / account holder | $3,298 | $16,648-80.2% | $12,690-74.0% | $13,397-75.4% |