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 | $614,803 | $177,572+246.2% | $154,803+297.2% | $142,382+331.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.85% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,229 | $4,810-53.7% | $4,305-48.2% | $4,299-48.1% |
| Participant deferral / active EE | $5,474 | $6,272-12.7% | $5,540-1.2% | $6,507-15.9% |
| Admin fee / account holder | $9,534 | $16,786-43.2% | $14,329-33.5% | $12,624-24.5% |