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 | $1,069,454 | $148,534+620.0% | $135,903+686.9% | $139,434+667.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 547.72% | 79.19%+468.5pp | 68.23%+479.5pp | 372.94%+174.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,250 | $8,100+38.9% | $7,758+45.0% | $6,710+67.7% |
| Admin fee / account holder | $8,232 | $12,400-33.6% | $10,762-23.5% | $11,403-27.8% |