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 | $1,233,558 | $98,982+1146.2% | $162,163+660.7% | $65,185+1792.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 22.04% | 24.84%-2.8pp | 115.59%-93.5pp | 29.38%-7.3pp |
| Employer contribution / active EE | $27,312 | $3,467+687.9% | $5,614+386.5% | $2,177+1154.8% |
| Participant deferral / active EE | $13,726 | $5,384+154.9% | $7,298+88.1% | $3,514+290.6% |
| Admin fee / account holder | $2,140 | $596+258.9% | $10,843-80.3% | $847+152.7% |