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 | $648,245 | $159,602+306.2% | $150,045+332.0% | $142,382+355.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.61% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $19,917 | $4,961+301.5% | $4,693+324.4% | $4,299+363.3% |
| Participant deferral / active EE | $25,997 | $8,310+212.8% | $7,997+225.1% | $6,507+299.5% |
| Admin fee / account holder | $4,735 | $14,846-68.1% | $13,435-64.8% | $12,624-62.5% |