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 | $23,667 | $109,413-78.4% | $156,263-84.9% | $84,808-72.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 127.05% | 20.18%+106.9pp | 59.47%+67.6pp | 40.90%+86.2pp |
| Employer contribution / active EE | $3,514 | $2,907+20.9% | $4,333-18.9% | $2,631+33.6% |
| Participant deferral / active EE | $7,303 | $4,590+59.1% | $6,158+18.6% | $4,212+73.4% |
| Admin fee / account holder | $580 | $9,357-93.8% | $14,255-95.9% | $7,344-92.1% |