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 | $189,613+257.9% | $167,512+305.1% | $142,382+376.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.13% | 2024.68%-2013.5pp | 1615.79%-1604.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $5,600 | $4,349+28.8% | $3,882+44.3% | $4,299+30.3% |
| Participant deferral / active EE | $20,667 | $6,981+196.0% | $6,405+222.7% | $6,507+217.6% |
| Admin fee / account holder | $4,724 | $10,528-55.1% | $9,769-51.6% | $12,624-62.6% |