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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,893 | $81,460+306.2% | $103,333+220.2% | $80,856+309.2% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 52.57% | 25.55%+27.0pp | 24.88%+27.7pp | 35.59%+17.0pp |
| Employer contribution / active EE | $17,966 | $3,105+478.6% | $3,868+364.5% | $2,755+552.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $14,983 | $6,566+128.2% | $8,355+79.3% | $6,918+116.6% |