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 | $850,217 | $114,381+643.3% | $107,525+690.7% | $142,382+497.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.66% | 242.71%-232.0pp | 181.32%-170.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $13,277 | $4,015+230.7% | $3,754+253.7% | $4,299+208.8% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $33,299 | $9,860+237.7% | $8,919+273.4% | $12,624+163.8% |