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 | $253,742 | $214,378+18.4% | $200,582+26.5% | $142,382+78.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.17% | 46.41%-30.2pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $50,951 | $6,841+644.8% | $6,419+693.8% | $4,299+1085.2% |
| Participant deferral / active EE | $9,510 | $9,865-3.6% | $9,331+1.9% | $6,507+46.1% |
| Admin fee / account holder | $5,503 | $17,692-68.9% | $16,305-66.2% | $12,624-56.4% |