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.
Employer 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 | $670,320 | $81,460+722.9% | $103,333+548.7% | $80,856+729.0% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 36.25% | 25.55%+10.7pp | 24.88%+11.4pp | 35.59%+0.7pp |
| Employer contribution / active EE | $76 | $3,105-97.6% | $3,868-98.0% | $2,755-97.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $32,305 | $6,566+392.0% | $8,355+286.7% | $6,918+367.0% |