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 | $3,572,404 | $214,378+1566.4% | $200,582+1681.0% | $142,382+2409.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.86% | 46.41%-21.5pp | 42.33%-17.5pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,644 | $6,841-76.0% | $6,419-74.4% | $4,299-61.8% |
| Participant deferral / active EE | $15,500 | $9,865+57.1% | $9,331+66.1% | $6,507+138.2% |
| Admin fee / account holder | $130,753 | $17,692+639.1% | $16,305+701.9% | $12,624+935.8% |