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 | $484,520 | $189,613+155.5% | $167,512+189.2% | $142,382+240.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 2024.68%-2024.7pp | 1615.79%-1615.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $6,000 | $4,349+38.0% | $3,882+54.6% | $4,299+39.6% |
| Participant deferral / active EE | $27,250 | $6,981+290.3% | $6,405+325.5% | $6,507+318.8% |
| Admin fee / account holder | $3,605 | $10,528-65.8% | $9,769-63.1% | $12,624-71.4% |