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 | $331,974 | $159,901+107.6% | $146,958+125.9% | $145,922+127.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.91% | 98.13%-76.2pp | 418.34%-396.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $19,282 | $5,286+264.8% | $4,933+290.9% | $4,660+313.8% |
| Participant deferral / active EE | $30,500 | $8,428+261.9% | $8,070+277.9% | $6,688+356.1% |
| Admin fee / account holder | $1,999 | $15,044-86.7% | $12,998-84.6% | $13,397-85.1% |