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 | $451,487 | $109,881+310.9% | $150,045+200.9% | $84,808+432.4% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 17.98% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $15,208 | $3,561+327.0% | $4,693+224.0% | $2,631+478.0% |
| Participant deferral / active EE | $8,679 | $6,636+30.8% | $7,997+8.5% | $4,212+106.1% |
| Admin fee / account holder | $883 | $8,568-89.7% | $13,435-93.4% | $7,344-88.0% |