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 | $268,143 | $214,378+25.1% | $200,582+33.7% | $142,382+88.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.96% | 46.41%-30.4pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $10,673 | $6,841+56.0% | $6,419+66.3% | $4,299+148.3% |
| Participant deferral / active EE | $74 | $9,865-99.3% | $9,331-99.2% | $6,507-98.9% |
| Admin fee / account holder | $9,148 | $17,692-48.3% | $16,305-43.9% | $12,624-27.5% |