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 | $459,507 | $169,879+170.5% | $111,392+312.5% | - |
| Participation rate | 0.0% | 66.9%-66.9pp | 78.9%-78.9pp | - |
| Annual return | 4.93% | -4.47%+9.4pp | -2.06%+7.0pp | - |
| Employer contribution / active EE | $0 | $1,849-100.0% | $4,328-100.0% | - |
| Participant deferral / active EE | $0 | $3,082-100.0% | $5,567-100.0% | - |
| Admin fee / account holder | $69,607 | $30,762+126.3% | $12,266+467.5% | - |