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 | $440,657 | $98,884+345.6% | $78,689+460.0% | - |
| Participation rate | 0.0% | 62.0%-62.0pp | 73.6%-73.6pp | - |
| Annual return | 3.17% | 0.47%+2.7pp | 62.18%-59.0pp | - |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,851-100.0% | - |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,517-100.0% | - |
| Admin fee / account holder | $3,788 | $10,143-62.7% | $4,510-16.0% | - |