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 | $431,994 | $127,386+239.1% | $115,037+275.5% | $125,391+244.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.99% | 31.28%-33.3pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,329 | $5,166-35.6% | $4,608-27.7% | $4,866-31.6% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,329 | $9,516-65.0% | $8,175-59.3% | $9,540-65.1% |