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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,896 | $89,753+175.1% | $107,525+129.6% | $84,808+191.1% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 751.59% | 29.48%+722.1pp | 181.32%+570.3pp | 40.90%+710.7pp |
| Employer contribution / active EE | $24,191 | $3,113+677.0% | $3,754+544.5% | $2,631+819.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,406 | $7,222-25.1% | $8,919-39.4% | $7,344-26.4% |