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 | $309,900 | $154,228+100.9% | $145,433+113.1% | $137,256+125.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.49% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,000 | $4,804+66.5% | $4,554+75.7% | $4,156+92.5% |
| Participant deferral / active EE | $15,667 | $8,216+90.7% | $7,897+98.4% | $6,407+144.5% |
| Admin fee / account holder | $508 | $14,344-96.5% | $13,129-96.1% | $12,270-95.9% |