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 | $290,698 | $214,378+35.6% | $200,582+44.9% | $142,382+104.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.25% | 46.41%-20.2pp | 42.33%-16.1pp | 217.08%-190.8pp |
| Employer contribution / active EE | $13,333 | $6,841+94.9% | $6,419+107.7% | $4,299+210.1% |
| Participant deferral / active EE | $10,117 | $9,865+2.6% | $9,331+8.4% | $6,507+55.5% |
| Admin fee / account holder | $1,946 | $17,692-89.0% | $16,305-88.1% | $12,624-84.6% |