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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,211 | $88,360-65.8% | $145,433-79.2% | $67,986-55.6% |
| Participation rate | 91.0% | 65.5%+25.5pp | 82.1%+8.9pp | 57.2%+33.8pp |
| Annual return | 288.85% | 63.15%+225.7pp | 66.58%+222.3pp | 31.67%+257.2pp |
| Employer contribution / active EE | $5,600 | $3,054+83.4% | $4,554+22.9% | $2,019+177.4% |
| Participant deferral / active EE | $13,958 | $5,932+135.3% | $7,897+76.7% | $3,358+315.7% |
| Admin fee / account holder | $740 | $3,313-77.7% | $13,129-94.4% | $3,203-76.9% |