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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,873,843 | $177,572+955.3% | $154,803+1110.5% | $142,382+1216.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.21% | 65.07%-32.9pp | 58.88%-26.7pp | 217.08%-184.9pp |
| Employer contribution / active EE | $6,091 | $4,810+26.6% | $4,305+41.5% | $4,299+41.7% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $64,525 | $16,786+284.4% | $14,329+350.3% | $12,624+411.1% |