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 | $317,617 | $180,749+75.7% | $160,784+97.5% | $137,256+131.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.41% | 2234.46%-2222.1pp | 1803.92%-1791.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $9,500 | $4,155+128.6% | $3,733+154.5% | $4,156+128.6% |
| Participant deferral / active EE | $7,500 | $6,844+9.6% | $6,293+19.2% | $6,407+17.1% |
| Admin fee / account holder | $2,777 | $10,397-73.3% | $9,717-71.4% | $12,270-77.4% |