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 | $780,793 | $214,378+264.2% | $200,582+289.3% | $142,382+448.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.06% | 46.41%-34.3pp | 42.33%-30.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $807 | $6,841-88.2% | $6,419-87.4% | $4,299-81.2% |
| Participant deferral / active EE | $11,367 | $9,865+15.2% | $9,331+21.8% | $6,507+74.7% |
| Admin fee / account holder | $1,465 | $17,692-91.7% | $16,305-91.0% | $12,624-88.4% |