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 | $1,571,401 | $136,307+1052.8% | $177,821+783.7% | $73,488+2038.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 30.77% | 18.68%+12.1pp | 48.32%-17.6pp | 28.51%+2.3pp |
| Employer contribution / active EE | $30,376 | $3,712+718.3% | $5,918+413.3% | $2,270+1238.1% |
| Participant deferral / active EE | $13,808 | $5,829+136.9% | $7,714+79.0% | $3,740+269.2% |
| Admin fee / account holder | $2,995 | $596+402.9% | $12,427-75.9% | $513+483.7% |