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 | $913,784 | $148,534+515.2% | $135,903+572.4% | $139,434+555.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.28% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $8,295 | $5,243+58.2% | $4,856+70.8% | $4,751+74.6% |
| Participant deferral / active EE | $12,000 | $8,100+48.1% | $7,758+54.7% | $6,710+78.8% |
| Admin fee / account holder | $1,405 | $12,400-88.7% | $10,762-86.9% | $11,403-87.7% |