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 | $722,955 | $232,540+210.9% | $185,117+290.5% | $147,584+389.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.09% | 43.03%-23.9pp | 40.50%-21.4pp | 578.55%-559.5pp |
| Employer contribution / active EE | $18,013 | $5,195+246.7% | $4,182+330.8% | $4,876+269.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,069 | $10,275-70.1% | $8,159-62.4% | $10,885-71.8% |