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 3-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 | $422,685 | $110,887+281.2% | - | $145,922+189.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | - | 80.3%+19.7pp |
| Annual return | 36.39% | 17.59%+18.8pp | - | 561.29%-524.9pp |
| Employer contribution / active EE | $0 | $5,672-100.0% | - | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,582-100.0% | - | $6,688-100.0% |
| Admin fee / account holder | $700 | $6,317-88.9% | - | $13,397-94.8% |