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 | $178,174+114.1% | $156,181+144.2% | $137,256+177.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 24.82% | 84.19%-59.4pp | 64.87%-40.1pp | 220.34%-195.5pp |
| Employer contribution / active EE | $11,282 | $4,972+126.9% | $4,294+162.7% | $4,156+171.5% |
| Participant deferral / active EE | $13,819 | $6,888+100.6% | $6,132+125.3% | $6,407+115.7% |
| Admin fee / account holder | $4,518 | $17,404-74.0% | $14,586-69.0% | $12,270-63.2% |