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 | $970,234 | $159,602+507.9% | $150,045+546.6% | $142,382+581.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 10.72% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,230 | $4,961-14.7% | $4,693-9.9% | $4,299-1.6% |
| Participant deferral / active EE | $14,654 | $8,310+76.3% | $7,997+83.2% | $6,507+125.2% |
| Admin fee / account holder | $32,055 | $14,846+115.9% | $13,435+138.6% | $12,624+153.9% |