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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,443 | $179,726-95.9% | $156,263-95.2% | $142,382-94.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 34.13% | 77.86%-43.7pp | 59.47%-25.3pp | 217.08%-182.9pp |
| Employer contribution / active EE | $1,992 | $5,069-60.7% | $4,333-54.0% | $4,299-53.7% |
| Participant deferral / active EE | $2,833 | $6,956-59.3% | $6,158-54.0% | $6,507-56.5% |
| Admin fee / account holder | $1,092 | $17,272-93.7% | $14,255-92.3% | $12,624-91.3% |