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 9-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 | $396,068 | $57,165+592.9% | - | $125,391+215.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | - | 83.2%+16.8pp |
| Annual return | -4.43% | 36.23%-40.7pp | - | 282.22%-286.7pp |
| Employer contribution / active EE | $25,000 | $3,571+600.1% | - | $4,866+413.8% |
| Participant deferral / active EE | $0 | $3,322-100.0% | - | $5,352-100.0% |
| Admin fee / account holder | $6,805 | $2,996+127.2% | - | $9,540-28.7% |