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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,269 | $112,729+161.0% | $98,716+198.1% | $137,256+114.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -33.80% | 38.48%-72.3pp | 31.81%-65.6pp | 220.34%-254.1pp |
| Employer contribution / active EE | $760 | $2,725-72.1% | $2,279-66.6% | $4,156-81.7% |
| Participant deferral / active EE | $1,052 | $4,640-77.3% | $4,048-74.0% | $6,407-83.6% |
| Admin fee / account holder | $12,500 | $10,129+23.4% | $8,703+43.6% | $12,270+1.9% |