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 | $275,933 | $40,256+585.4% | $57,343+381.2% | $59,632+362.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.05% | 27.49%-25.4pp | 24.39%-22.3pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $2,224 | $1,922+15.7% | $2,689-17.3% | $2,203+1.0% |
| Participant deferral / active EE | $5,815 | $2,399+142.4% | $3,162+83.9% | $3,192+82.2% |
| Admin fee / account holder | $26,850 | $2,818+852.9% | $3,356+700.2% | $4,297+524.9% |