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 | $307,651 | $189,613+62.3% | $167,512+83.7% | $142,382+116.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.11% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,308 | $4,349+22.1% | $3,882+36.7% | $4,299+23.5% |
| Participant deferral / active EE | $29,589 | $6,981+323.8% | $6,405+362.0% | $6,507+354.7% |
| Admin fee / account holder | $84,019 | $10,528+698.0% | $9,769+760.1% | $12,624+565.6% |