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 | $310,331 | $74,927+314.2% | $101,794+204.9% | $84,808+265.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 55.68% | 18.70%+37.0pp | 30.53%+25.2pp | 40.90%+14.8pp |
| Employer contribution / active EE | $2,855 | $1,522+87.6% | $2,289+24.7% | $2,631+8.5% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,648 | $6,514-74.7% | $8,777-81.2% | $7,344-77.6% |