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 | $159,602+94.2% | $150,045+106.5% | $142,382+117.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.49% | 70.24%-51.7pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,000 | $4,961+61.3% | $4,693+70.5% | $4,299+86.1% |
| Participant deferral / active EE | $15,667 | $8,310+88.5% | $7,997+95.9% | $6,507+140.8% |
| Admin fee / account holder | $508 | $14,846-96.6% | $13,435-96.2% | $12,624-96.0% |