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 | $169,161+197.4% | $129,295+289.1% | $145,959+244.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.65% | 14348.07%-14344.4pp | 9429.28%-9425.6pp | 561.95%-558.3pp |
| Employer contribution / active EE | $20,559 | $5,543+270.9% | $4,157+394.5% | $4,661+341.1% |
| Participant deferral / active EE | $30,500 | $4,989+511.3% | $4,169+631.6% | $6,689+356.0% |
| Admin fee / account holder | $4,546 | $9,878-54.0% | $7,665-40.7% | $13,398-66.1% |