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 | $391,565 | $158,398+147.2% | $126,539+209.4% | $142,382+175.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.54% | 593.76%-567.2pp | 425.95%-399.4pp | 217.08%-190.5pp |
| Employer contribution / active EE | $46,000 | $4,650+889.3% | $3,674+1152.0% | $4,299+970.0% |
| Participant deferral / active EE | $30,500 | $4,767+539.9% | $4,083+647.1% | $6,507+368.7% |
| Admin fee / account holder | $3,358 | $6,918-51.5% | $6,065-44.6% | $12,624-73.4% |