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 | $328,199 | $159,901+105.3% | $146,958+123.3% | $145,922+124.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.78% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $4,291 | $5,286-18.8% | $4,933-13.0% | $4,660-7.9% |
| Participant deferral / active EE | $12,925 | $8,428+53.4% | $8,070+60.2% | $6,688+93.3% |
| Admin fee / account holder | $9,921 | $15,044-34.1% | $12,998-23.7% | $13,397-25.9% |