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 | $310,782 | $159,934+94.3% | $147,005+111.4% | $145,959+112.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.50% | 98.24%-89.7pp | 418.76%-410.3pp | 561.95%-553.4pp |
| Employer contribution / active EE | $21,481 | $5,287+306.3% | $4,934+335.3% | $4,661+360.9% |
| Participant deferral / active EE | $6,520 | $8,427-22.6% | $8,070-19.2% | $6,689-2.5% |
| Admin fee / account holder | $1,237 | $15,053-91.8% | $13,006-90.5% | $13,398-90.8% |