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 | $685,918 | $201,259+240.8% | $184,200+272.4% | $145,959+369.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.82% | 28.98%-3.2pp | 28.80%-3.0pp | 561.95%-536.1pp |
| Employer contribution / active EE | $757 | $7,018-89.2% | $6,424-88.2% | $4,661-83.8% |
| Participant deferral / active EE | $11,367 | $9,806+15.9% | $9,132+24.5% | $6,689+69.9% |
| Admin fee / account holder | $1,122 | $16,372-93.1% | $13,907-91.9% | $13,398-91.6% |