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 | $14,032 | $214,378-93.5% | $200,582-93.0% | $142,382-90.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 0.00% | 46.41%-46.4pp | 42.33%-42.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,586 | $6,841-62.2% | $6,419-59.7% | $4,299-39.9% |
| Participant deferral / active EE | $11,374 | $9,865+15.3% | $9,331+21.9% | $6,507+74.8% |
| Admin fee / account holder | $526 | $17,692-97.0% | $16,305-96.8% | $12,624-95.8% |