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 | $343,161 | $169,032+103.0% | $129,207+165.6% | $145,922+135.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.28% | 14330.11%-14303.8pp | 9417.33%-9391.0pp | 561.29%-535.0pp |
| Employer contribution / active EE | $13,094 | $5,537+136.5% | $4,153+215.3% | $4,660+181.0% |
| Participant deferral / active EE | $7,250 | $4,987+45.4% | $4,168+74.0% | $6,688+8.4% |
| Admin fee / account holder | $2,695 | $9,954-72.9% | $7,715-65.1% | $13,397-79.9% |