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 | $1,507,414 | $177,572+748.9% | $154,803+873.8% | $142,382+958.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.62% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $28,862 | $4,810+500.0% | $4,305+570.4% | $4,299+571.3% |
| Participant deferral / active EE | $15,421 | $6,272+145.9% | $5,540+178.3% | $6,507+137.0% |
| Admin fee / account holder | $1,570 | $16,786-90.6% | $14,329-89.0% | $12,624-87.6% |