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 | $446,756 | $150,818+196.2% | $97,226+359.5% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 72.7%-72.7pp | - |
| Annual return | 14.91% | 14.05%+0.9pp | 75.13%-60.2pp | - |
| Employer contribution / active EE | $0 | $2,537-100.0% | $2,729-100.0% | - |
| Participant deferral / active EE | $0 | $4,233-100.0% | $4,264-100.0% | - |
| Admin fee / account holder | $15,159 | $25,214-39.9% | $5,654+168.1% | - |