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 | $294,655 | $179,726+63.9% | $156,263+88.6% | $142,382+106.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.46% | 77.86%-70.4pp | 59.47%-52.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $25,003 | $5,069+393.2% | $4,333+477.0% | $4,299+481.6% |
| Participant deferral / active EE | $2,555 | $6,956-63.3% | $6,158-58.5% | $6,507-60.7% |
| Admin fee / account holder | $4,279 | $17,272-75.2% | $14,255-70.0% | $12,624-66.1% |