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 | $254,965 | $189,613+34.5% | $167,512+52.2% | $142,382+79.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.66% | 2024.68%-2013.0pp | 1615.79%-1604.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,292 | $4,349-47.3% | $3,882-41.0% | $4,299-46.7% |
| Participant deferral / active EE | $34,750 | $6,981+397.8% | $6,405+442.6% | $6,507+434.0% |
| Admin fee / account holder | $177,437 | $10,528+1585.3% | $9,769+1716.3% | $12,624+1305.6% |