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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,899 | $111,814+47.5% | $93,654+76.1% | $145,959+13.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.09% | 203.30%-189.2pp | 133.34%-119.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $12,626 | $3,092+308.4% | $2,421+421.5% | $4,661+170.9% |
| Participant deferral / active EE | $31,667 | $4,914+544.4% | $4,413+617.6% | $6,689+373.4% |
| Admin fee / account holder | $1,243 | $10,246-87.9% | $8,282-85.0% | $13,398-90.7% |