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 | $362,681 | $102,317+254.5% | $146,958+146.8% | $80,856+348.5% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 33.96% | 134.76%-100.8pp | 418.34%-384.4pp | 35.59%-1.6pp |
| Employer contribution / active EE | $7,634 | $3,713+105.6% | $4,933+54.8% | $2,755+177.1% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,840 | $7,941-64.2% | $12,998-78.2% | $6,918-59.0% |