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 | $346,074 | $183,519+88.6% | $155,509+122.5% | $145,922+137.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.78% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $8,961 | $5,313+68.7% | $4,672+91.8% | $4,660+92.3% |
| Participant deferral / active EE | $18,171 | $6,462+181.2% | $5,626+223.0% | $6,688+171.7% |
| Admin fee / account holder | $8,007 | $19,313-58.5% | $15,912-49.7% | $13,397-40.2% |