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 | $678,608 | $180,749+275.4% | $160,784+322.1% | $137,256+394.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.13% | 2234.46%-2223.3pp | 1803.92%-1792.8pp | 220.34%-209.2pp |
| Employer contribution / active EE | $5,600 | $4,155+34.8% | $3,733+50.0% | $4,156+34.7% |
| Participant deferral / active EE | $20,667 | $6,844+202.0% | $6,293+228.4% | $6,407+222.6% |
| Admin fee / account holder | $4,724 | $10,397-54.6% | $9,717-51.4% | $12,270-61.5% |