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 | $117,983+149.4% | $101,794+189.1% | $142,382+106.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -33.80% | 36.92%-70.7pp | 30.53%-64.3pp | 217.08%-250.9pp |
| Employer contribution / active EE | $760 | $2,773-72.6% | $2,289-66.8% | $4,299-82.3% |
| Participant deferral / active EE | $1,052 | $4,714-77.7% | $4,084-74.2% | $6,507-83.8% |
| Admin fee / account holder | $12,500 | $10,433+19.8% | $8,777+42.4% | $12,624-1.0% |