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 | $762,678 | $183,519+315.6% | $155,509+390.4% | $145,922+422.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.88% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.4pp |
| Employer contribution / active EE | $3,640 | $5,313-31.5% | $4,672-22.1% | $4,660-21.9% |
| Participant deferral / active EE | $11,273 | $6,462+74.4% | $5,626+100.4% | $6,688+68.6% |
| Admin fee / account holder | $5,917 | $19,313-69.4% | $15,912-62.8% | $13,397-55.8% |