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 | $2,724,929 | $169,032+1512.1% | $129,207+2009.0% | $145,922+1767.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.72% | 14330.11%-14322.4pp | 9417.33%-9409.6pp | 561.29%-553.6pp |
| Employer contribution / active EE | $38,521 | $5,537+595.7% | $4,153+827.5% | $4,660+726.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $189,958 | $9,954+1808.3% | $7,715+2362.3% | $13,397+1317.9% |