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 | $329,257 | $159,901+105.9% | $146,958+124.0% | $145,922+125.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.68% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $18,500 | $5,286+250.0% | $4,933+275.0% | $4,660+297.0% |
| Participant deferral / active EE | $20,000 | $8,428+137.3% | $8,070+147.8% | $6,688+199.1% |
| Admin fee / account holder | $2,809 | $15,044-81.3% | $12,998-78.4% | $13,397-79.0% |