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 | $435,805 | $177,572+145.4% | $154,803+181.5% | $142,382+206.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.19% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $10,193 | $4,810+111.9% | $4,305+136.7% | $4,299+137.1% |
| Participant deferral / active EE | $5,480 | $6,272-12.6% | $5,540-1.1% | $6,507-15.8% |
| Admin fee / account holder | $11,193 | $16,786-33.3% | $14,329-21.9% | $12,624-11.3% |