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 | $363,526 | $196,842+84.7% | $138,135+163.2% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 78.7%-78.7pp | - |
| Annual return | -5.88% | 11.43%-17.3pp | 20.51%-26.4pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $5,587-100.0% | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | $6,431-100.0% | - |
| Admin fee / account holder | $5,950 | $15,940-62.7% | $11,856-49.8% | - |