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 | $465 | $178,174-99.7% | $156,181-99.7% | $137,256-99.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 54.51% | 84.19%-29.7pp | 64.87%-10.4pp | 220.34%-165.8pp |
| Employer contribution / active EE | $7,956 | $4,972+60.0% | $4,294+85.3% | $4,156+91.4% |
| Participant deferral / active EE | $9,945 | $6,888+44.4% | $6,132+62.2% | $6,407+55.2% |
| Admin fee / account holder | $24,042 | $17,404+38.1% | $14,586+64.8% | $12,270+95.9% |