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 | $410,691 | $86,929+372.4% | $102,423+301.0% | $80,856+407.9% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.6%+30.6pp |
| Annual return | 21.80% | 18.88%+2.9pp | 29.32%-7.5pp | 35.59%-13.8pp |
| Employer contribution / active EE | $18,195 | $2,369+667.9% | $3,023+501.8% | $2,755+560.5% |
| Participant deferral / active EE | $17,679 | $4,118+329.3% | $5,053+249.9% | $4,296+311.6% |
| Admin fee / account holder | $78,217 | $8,049+871.8% | $9,451+727.6% | $6,918+1030.6% |