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 | $172,111+153.2% | $150,298+190.0% | $137,256+217.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.19% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $10,193 | $4,636+119.9% | $4,154+145.4% | $4,156+145.3% |
| Participant deferral / active EE | $5,480 | $6,166-11.1% | $5,453+0.5% | $6,407-14.5% |
| Admin fee / account holder | $11,193 | $16,471-32.0% | $14,116-20.7% | $12,270-8.8% |