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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,769 | $89,753-15.6% | $107,525-29.5% | $84,808-10.7% |
| Participation rate | 98.8% | 68.1%+30.8pp | 75.1%+23.8pp | 68.3%+30.5pp |
| Annual return | 5774.03% | 29.48%+5744.6pp | 181.32%+5592.7pp | 40.90%+5733.1pp |
| Employer contribution / active EE | $16,495 | $3,113+429.8% | $3,754+339.5% | $2,631+526.9% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,304 | $7,222+42.7% | $8,919+15.5% | $7,344+40.3% |