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 | $381,441 | $179,726+112.2% | $156,263+144.1% | $142,382+167.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.82% | 77.86%-53.0pp | 59.47%-34.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $11,282 | $5,069+122.6% | $4,333+160.4% | $4,299+162.4% |
| Participant deferral / active EE | $13,819 | $6,956+98.7% | $6,158+124.4% | $6,507+112.4% |
| Admin fee / account holder | $4,518 | $17,272-73.8% | $14,255-68.3% | $12,624-64.2% |