Unlock peer percentile detail for $4.99 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 | $397,872 | $166,020+139.7% | $164,866+141.3% | $145,959+172.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.02% | 100.08%-82.1pp | 69.97%-52.0pp | 561.95%-543.9pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $15,328 | $6,961+120.2% | $6,033+154.1% | $6,689+129.2% |
| Admin fee / account holder | $242,838 | $16,644+1359.0% | $12,689+1813.8% | $13,398+1712.5% |