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 | $108,919+466.9% | $100,391+515.1% | $145,922+323.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.11% | 57.88%-40.8pp | 49.20%-32.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $32,802 | $4,419+642.3% | $3,942+732.2% | $4,660+604.0% |
| Participant deferral / active EE | $17,833 | $8,445+111.2% | $8,082+120.7% | $6,688+166.7% |
| Admin fee / account holder | $1,316 | $9,689-86.4% | $7,899-83.3% | $13,397-90.2% |