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 | $543,731 | $229,191+137.2% | $152,466+256.6% | - |
| Participation rate | 0.0% | 68.8%-68.8pp | 78.2%-78.2pp | - |
| Annual return | 15.49% | 12.30%+3.2pp | 757.33%-741.8pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $4,327-100.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $5,820-100.0% | - |
| Admin fee / account holder | $12,750 | $25,423-49.8% | $15,805-19.3% | - |