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 | $360,991 | $114,381+215.6% | $107,525+235.7% | $142,382+153.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 33.04% | 242.71%-209.7pp | 181.32%-148.3pp | 217.08%-184.0pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,313 | $5,564-58.4% | $5,116-54.8% | $6,507-64.5% |
| Admin fee / account holder | $422 | $9,860-95.7% | $8,919-95.3% | $12,624-96.7% |