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 | $360,882 | $197,263+82.9% | $127,761+182.5% | - |
| Participation rate | 0.0% | 67.9%-67.9pp | 79.0%-79.0pp | - |
| Annual return | 2.43% | 16.18%-13.8pp | 26.14%-23.7pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $4,574-100.0% | - |
| Participant deferral / active EE | $0 | $3,315-100.0% | $6,021-100.0% | - |
| Admin fee / account holder | $51,386 | $14,091+264.7% | $9,395+446.9% | - |