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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,104,692 | $209,411+427.5% | $178,490+518.9% | $158,922+595.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.10% | 188.75%-186.7pp | 151.07%-149.0pp | 302.83%-300.7pp |
| Employer contribution / active EE | $6,570 | $5,706+15.1% | $5,011+31.1% | $4,761+38.0% |
| Participant deferral / active EE | $5,150 | $5,954-13.5% | $5,202-1.0% | $5,982-13.9% |
| Admin fee / account holder | $43,750 | $17,074+156.2% | $13,984+212.9% | $11,246+289.0% |