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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,086,329 | $79,523+1266.1% | $140,016+675.9% | $56,287+1830.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 6.35% | 2.39%+4.0pp | 651.12%-644.8pp | -9.96%+16.3pp |
| Employer contribution / active EE | $27,374 | $3,350+717.1% | $5,606+388.3% | $2,111+1196.7% |
| Participant deferral / active EE | $14,854 | $5,129+189.6% | $6,927+114.4% | $3,350+343.4% |
| Admin fee / account holder | $942 | $614+53.3% | $10,705-91.2% | $521+80.8% |