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 | $516,046 | $64,432+700.9% | - | $139,434+270.1% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 372.94%-372.9pp |
| Employer contribution / active EE | $5,000 | $6,830-26.8% | - | $4,751+5.2% |
| Participant deferral / active EE | $0 | $2,937-100.0% | - | $6,710-100.0% |
| Admin fee / account holder | $1,590 | $3,919-59.4% | - | $11,403-86.1% |