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 | $668,256 | $210,648+217.2% | $177,989+275.4% | $145,922+358.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.03% | 385.86%-372.8pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $37,225 | $4,565+715.5% | $3,949+842.7% | $4,660+698.9% |
| Participant deferral / active EE | $23,000 | $6,958+230.6% | $6,276+266.5% | $6,688+243.9% |
| Admin fee / account holder | $7,334 | $12,013-38.9% | $10,363-29.2% | $13,397-45.3% |