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 | $300,677 | $93,571+221.3% | $135,903+121.2% | $75,163+300.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.38% | 30.90%-5.5pp | 68.23%-42.9pp | 160.62%-135.2pp |
| Employer contribution / active EE | $9,155 | $3,537+158.9% | $4,856+88.5% | $2,670+242.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,768 | $6,975-46.0% | $10,762-65.0% | $5,651-33.3% |