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 | $361,541 | $196,842+83.7% | $104,607+245.6% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.1%-74.1pp | - |
| Annual return | 6.20% | 11.43%-5.2pp | 340.46%-334.3pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $2,681-100.0% | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | $3,740-100.0% | - |
| Admin fee / account holder | $12,227 | $15,940-23.3% | $6,473+88.9% | - |