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 | $388,358 | $174,896+122.1% | $125,339+209.8% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 82.4%-82.4pp | - |
| Annual return | -15.88% | -12.90%-3.0pp | 572.05%-587.9pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,814-100.0% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,446-100.0% | - |
| Admin fee / account holder | $8,361 | $56,117-85.1% | $10,010-16.5% | - |