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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,213 | $229,191+67.6% | $109,895+249.6% | - |
| Participation rate | 0.0% | 68.8%-68.8pp | 74.2%-74.2pp | - |
| Annual return | 5.27% | 12.30%-7.0pp | 29.45%-24.2pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $2,842-100.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $13,796 | $25,423-45.7% | $6,066+127.4% | - |