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 | $251,450 | $106,584+135.9% | $101,326+148.2% | $142,382+76.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.76% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $19,833 | $3,956+401.4% | $3,665+441.1% | $4,299+361.3% |
| Participant deferral / active EE | $18,167 | $8,297+119.0% | $7,994+127.3% | $6,507+179.2% |
| Admin fee / account holder | $2,749 | $11,446-76.0% | $11,185-75.4% | $12,624-78.2% |