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.
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 | $507,259 | $70,669+617.8% | $169,368+199.5% | $75,163+574.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.58% | 36.36%-21.8pp | 405.60%-391.0pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,621 | $2,211+63.8% | $4,013-9.8% | $2,670+35.6% |
| Participant deferral / active EE | $24,209 | $4,311+461.6% | $6,221+289.1% | $4,125+486.9% |
| Admin fee / account holder | $44,663 | $5,402+726.7% | $9,003+396.1% | $5,651+690.4% |