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 | $484,942 | $201,259+141.0% | $184,200+163.3% | $145,959+232.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 28.98%-13.1pp | 28.80%-12.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $7,888 | $7,018+12.4% | $6,424+22.8% | $4,661+69.2% |
| Participant deferral / active EE | $13,742 | $9,806+40.1% | $9,132+50.5% | $6,689+105.5% |
| Admin fee / account holder | $14,901 | $16,372-9.0% | $13,907+7.1% | $13,398+11.2% |