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 | $606,372 | $101,724+496.1% | $164,813+267.9% | $80,856+649.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 126.11% | 16.72%+109.4pp | 69.93%+56.2pp | 35.59%+90.5pp |
| Employer contribution / active EE | $19,935 | $2,953+575.0% | $4,341+359.2% | $2,755+623.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $15,448 | $8,227+87.8% | $12,690+21.7% | $6,918+123.3% |