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 | $21,381 | $209,336-89.8% | $197,124-89.2% | $137,256-84.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 65.99% | 48.09%+17.9pp | 44.34%+21.6pp | 220.34%-154.4pp |
| Employer contribution / active EE | $2,411 | $6,591-63.4% | $6,227-61.3% | $4,156-42.0% |
| Participant deferral / active EE | $16,764 | $9,614+74.4% | $9,135+83.5% | $6,407+161.7% |
| Admin fee / account holder | $317 | $17,308-98.2% | $16,298-98.1% | $12,270-97.4% |