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 | $391,335 | $163,676+139.1% | $129,110+203.1% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.3%-77.3pp | - |
| Annual return | -14.14% | -11.88%-2.3pp | -10.94%-3.2pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $5,052-100.0% | - |
| Participant deferral / active EE | $0 | $3,975-100.0% | $6,542-100.0% | - |
| Admin fee / account holder | $10,200 | $34,290-70.3% | $14,302-28.7% | - |