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 | $617,460 | $108,912+466.9% | $100,383+515.1% | $145,959+323.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.11% | 57.96%-40.9pp | 49.26%-32.2pp | 561.95%-544.8pp |
| Employer contribution / active EE | $32,802 | $4,423+641.7% | $3,944+731.8% | $4,661+603.8% |
| Participant deferral / active EE | $17,833 | $8,451+111.0% | $8,086+120.6% | $6,689+166.6% |
| Admin fee / account holder | $1,316 | $9,690-86.4% | $7,900-83.3% | $13,398-90.2% |