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 | $399,049 | $142,405+180.2% | $115,157+246.5% | $152,861+161.1% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 15.80% | 41.48%-25.7pp | 35.60%-19.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $11,328 | $4,010+182.5% | $3,179+256.4% | $4,762+137.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,425 | $8,462-83.2% | $7,088-79.9% | $11,596-87.7% |