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 | $411,469 | $97,125+323.6% | $86,233+377.2% | $137,256+199.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.34% | 74.19%-61.8pp | 61.39%-49.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,000 | $5,180+131.7% | $4,559+163.2% | $6,407+87.3% |
| Admin fee / account holder | $2,559 | $9,725-73.7% | $8,342-69.3% | $12,270-79.1% |