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 | $430,165 | $149,040+188.6% | $120,225+257.8% | $137,256+213.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.34% | 605.68%-592.3pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $22,503 | $4,350+417.3% | $3,475+547.5% | $4,156+441.4% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,710 | $6,348-73.1% | $5,696-70.0% | $12,270-86.1% |