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 | $420,448 | $204,754+105.3% | $94,224+346.2% | - |
| Participation rate | 0.0% | 62.0%-62.0pp | 78.8%-78.8pp | - |
| Annual return | 4.09% | -1.02%+5.1pp | 10.68%-6.6pp | - |
| Employer contribution / active EE | $0 | $1,251-100.0% | $3,587-100.0% | - |
| Participant deferral / active EE | $0 | $2,009-100.0% | $4,320-100.0% | - |
| Admin fee / account holder | $7,857 | $13,693-42.6% | $6,269+25.3% | - |