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 | $359,283 | $163,676+119.5% | $91,220+293.9% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.2%-73.2pp | - |
| Annual return | -7.45% | -11.88%+4.4pp | 114.01%-121.5pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,850-100.0% | - |
| Participant deferral / active EE | $0 | $3,975-100.0% | $4,234-100.0% | - |
| Admin fee / account holder | $14,347 | $34,290-58.2% | $5,420+164.7% | - |