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 | $504,590 | $111,814+351.3% | $93,654+438.8% | $145,959+245.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.82% | 203.30%-188.5pp | 133.34%-118.5pp | 561.95%-547.1pp |
| Employer contribution / active EE | $29,583 | $3,092+856.9% | $2,421+1122.0% | $4,661+534.7% |
| Participant deferral / active EE | $14,667 | $4,914+198.4% | $4,413+232.4% | $6,689+119.3% |
| Admin fee / account holder | $83,333 | $10,246+713.3% | $8,282+906.2% | $13,398+522.0% |