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 | $72,071+1491.8% | $68,368+1578.1% | $137,256+735.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.99% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $44,931 | $2,788+1511.6% | $2,649+1596.2% | $4,156+981.1% |
| Participant deferral / active EE | $21,017 | $4,410+376.6% | $4,123+409.8% | $6,407+228.0% |
| Admin fee / account holder | $13,909 | $5,336+160.7% | $5,150+170.1% | $12,270+13.4% |