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 | $503,078 | $169,032+197.6% | $129,207+289.4% | $145,922+244.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.65% | 14330.11%-14326.5pp | 9417.33%-9413.7pp | 561.29%-557.6pp |
| Employer contribution / active EE | $20,559 | $5,537+271.3% | $4,153+395.0% | $4,660+341.2% |
| Participant deferral / active EE | $30,500 | $4,987+511.5% | $4,168+631.8% | $6,688+356.1% |
| Admin fee / account holder | $4,546 | $9,954-54.3% | $7,715-41.1% | $13,397-66.1% |