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 | $546,638 | $168,632+224.2% | $147,614+270.3% | $125,391+335.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.39% | 77.65%-83.0pp | 61.98%-67.4pp | 282.22%-287.6pp |
| Employer contribution / active EE | $7,321 | $6,252+17.1% | $5,564+31.6% | $4,866+50.4% |
| Participant deferral / active EE | $7,200 | $5,507+30.7% | $4,895+47.1% | $5,352+34.5% |
| Admin fee / account holder | $26,126 | $13,580+92.4% | $11,611+125.0% | $9,540+173.8% |