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 | $278,373 | $159,934+74.1% | $147,005+89.4% | $145,959+90.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.51% | 98.24%-88.7pp | 418.76%-409.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $25,000 | $5,287+372.8% | $4,934+406.7% | $4,661+436.4% |
| Participant deferral / active EE | $28,000 | $8,427+232.3% | $8,070+247.0% | $6,689+318.6% |
| Admin fee / account holder | $2,637 | $15,053-82.5% | $13,006-79.7% | $13,398-80.3% |