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.
See the 10-year trajectory. $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 | $337,165 | $197,263+70.9% | $99,443+239.1% | - |
| Participation rate | 0.0% | 67.9%-67.9pp | 73.8%-73.8pp | - |
| Annual return | 12.63% | 16.18%-3.5pp | 30.72%-18.1pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,540-100.0% | - |
| Participant deferral / active EE | $0 | $3,315-100.0% | $3,619-100.0% | - |
| Admin fee / account holder | $10,067 | $14,091-28.6% | $6,250+61.1% | - |