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 | $415,958 | $117,983+252.6% | $101,794+308.6% | $142,382+192.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.65% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $17,895 | $2,773+545.4% | $2,289+681.8% | $4,299+316.2% |
| Participant deferral / active EE | $9,289 | $4,714+97.1% | $4,084+127.4% | $6,507+42.7% |
| Admin fee / account holder | $1,410 | $10,433-86.5% | $8,777-83.9% | $12,624-88.8% |