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 | $521,002 | $159,901+225.8% | $146,958+254.5% | $145,922+257.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.12% | 98.13%-91.0pp | 418.34%-411.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $19,500 | $5,286+268.9% | $4,933+295.3% | $4,660+318.5% |
| Participant deferral / active EE | $23,849 | $8,428+183.0% | $8,070+195.5% | $6,688+256.6% |
| Admin fee / account holder | $500,532 | $15,044+3227.2% | $12,998+3750.8% | $13,397+3636.2% |