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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,978 | $189,613+1.8% | $167,512+15.2% | $142,382+35.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.14% | 2024.68%-2008.5pp | 1615.79%-1599.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,621 | $4,349+75.2% | $3,882+96.3% | $4,299+77.3% |
| Participant deferral / active EE | $18,719 | $6,981+168.1% | $6,405+192.3% | $6,507+187.7% |
| Admin fee / account holder | $6,292 | $10,528-40.2% | $9,769-35.6% | $12,624-50.2% |