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 | $16,055 | $214,378-92.5% | $200,582-92.0% | $142,382-88.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.16% | 46.41%-18.3pp | 42.33%-14.2pp | 217.08%-188.9pp |
| Employer contribution / active EE | $2,353 | $6,841-65.6% | $6,419-63.3% | $4,299-45.3% |
| Participant deferral / active EE | $6,511 | $9,865-34.0% | $9,331-30.2% | $6,507+0.1% |
| Admin fee / account holder | $1,189 | $17,692-93.3% | $16,305-92.7% | $12,624-90.6% |