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 | $464,287 | $183,519+153.0% | $155,509+198.6% | $145,922+218.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $42,250 | $5,313+695.3% | $4,672+804.2% | $4,660+806.7% |
| Participant deferral / active EE | $11,500 | $6,462+78.0% | $5,626+104.4% | $6,688+72.0% |
| Admin fee / account holder | $4,709 | $19,313-75.6% | $15,912-70.4% | $13,397-64.9% |