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 | $15,969 | $159,602-90.0% | $150,045-89.4% | $142,382-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 188.48% | 70.24%+118.2pp | 62.55%+125.9pp | 217.08%-28.6pp |
| Employer contribution / active EE | $2,411 | $4,961-51.4% | $4,693-48.6% | $4,299-43.9% |
| Participant deferral / active EE | $3,613 | $8,310-56.5% | $7,997-54.8% | $6,507-44.5% |
| Admin fee / account holder | $315 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |