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 | $1,147,259 | $74,888+1432.0% | $71,209+1511.1% | $142,382+705.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.99% | 345.14%-332.2pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $44,931 | $2,854+1474.1% | $2,721+1551.3% | $4,299+945.1% |
| Participant deferral / active EE | $21,017 | $4,454+371.8% | $4,175+403.4% | $6,507+223.0% |
| Admin fee / account holder | $13,909 | $5,568+149.8% | $5,349+160.0% | $12,624+10.2% |