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 | $250,015 | $209,336+19.4% | $197,124+26.8% | $137,256+82.2% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 1004.14% | 48.09%+956.1pp | 44.34%+959.8pp | 220.34%+783.8pp |
| Employer contribution / active EE | $3,639 | $6,591-44.8% | $6,227-41.6% | $4,156-12.5% |
| Participant deferral / active EE | $12,269 | $9,614+27.6% | $9,135+34.3% | $6,407+91.5% |
| Admin fee / account holder | $555 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |