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 | $735,686 | $179,726+309.3% | $156,263+370.8% | $142,382+416.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 65.38% | 77.86%-12.5pp | 59.47%+5.9pp | 217.08%-151.7pp |
| Employer contribution / active EE | $17,179 | $5,069+238.9% | $4,333+296.4% | $4,299+299.6% |
| Participant deferral / active EE | $30,000 | $6,956+331.3% | $6,158+387.1% | $6,507+361.0% |
| Admin fee / account holder | $4,291 | $17,272-75.2% | $14,255-69.9% | $12,624-66.0% |