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 | $633,461 | $84,695+647.9% | $73,843+757.8% | $125,391+405.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.49% | 3123.53%-3125.0pp | 2267.84%-2269.3pp | 282.22%-283.7pp |
| Employer contribution / active EE | $17,936 | $3,123+474.3% | $2,787+543.5% | $4,866+268.6% |
| Participant deferral / active EE | $2,515 | $3,992-37.0% | $3,583-29.8% | $5,352-53.0% |
| Admin fee / account holder | $6,566 | $5,691+15.4% | $4,880+34.6% | $9,540-31.2% |