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 | $1,048,627 | $132,239+693.0% | $105,722+891.9% | $273,961+282.8% |
| Participation rate | 88.9% | 83.2%+5.7pp | 78.9%+10.0pp | 83.0%+5.9pp |
| Annual return | 6.61% | 10.07%-3.5pp | 12.25%-5.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $4,999 | $4,867+2.7% | $4,079+22.6% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,020 | $12,032-50.0% | $8,308-27.5% | $10,132-40.6% |