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 | $562,772 | $154,228+264.9% | $145,433+287.0% | $137,256+310.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.72% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $5,000 | $4,804+4.1% | $4,554+9.8% | $4,156+20.3% |
| Participant deferral / active EE | $23,000 | $8,216+179.9% | $7,897+191.2% | $6,407+259.0% |
| Admin fee / account holder | $704 | $14,344-95.1% | $13,129-94.6% | $12,270-94.3% |