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 9-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 | $604,172 | $164,139+268.1% | $155,567+288.4% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 78.2%-78.2pp | - |
| Annual return | 6.26% | 19.45%-13.2pp | 64.74%-58.5pp | - |
| Employer contribution / active EE | $0 | $2,490-100.0% | $4,674-100.0% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,628-100.0% | - |
| Admin fee / account holder | $5,272 | $96,217-94.5% | $15,916-66.9% | - |