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 | $1,410,820 | $102,553+1275.7% | $151,611+830.6% | $66,914+2008.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -9.52% | -10.82%+1.3pp | 3.33%-12.8pp | 1.58%-11.1pp |
| Employer contribution / active EE | $29,488 | $4,180+605.4% | $6,166+378.2% | $2,544+1059.0% |
| Participant deferral / active EE | $11,547 | $6,641+73.9% | $8,363+38.1% | $4,237+172.5% |
| Admin fee / account holder | $11,241 | $630+1684.8% | $11,616-3.2% | $593+1794.8% |