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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,662 | $89,753+86.8% | $107,525+55.9% | $84,808+97.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 237.73% | 29.48%+208.3pp | 181.32%+56.4pp | 40.90%+196.8pp |
| Employer contribution / active EE | $17,185 | $3,113+452.0% | $3,754+357.8% | $2,631+553.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,939 | $7,222+37.6% | $8,919+11.4% | $7,344+35.3% |