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 | $1,775,705 | $266,879+565.4% | $149,718+1086.0% | - |
| Participation rate | 0.0% | 82.4%-82.4pp | 87.1%-87.1pp | - |
| Annual return | 6.20% | 8.05%-1.9pp | 1501.63%-1495.4pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,445-100.0% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,569-100.0% | - |
| Admin fee / account holder | $7,585 | $11,107-31.7% | $11,283-32.8% | - |