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 | $1,124,207 | $217,402+417.1% | $185,823+505.0% | $167,490+571.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.10% | 148.36%-142.3pp | 122.05%-115.9pp | 478.56%-472.5pp |
| Employer contribution / active EE | $13,962 | $5,873+137.7% | $5,167+170.2% | $4,837+188.6% |
| Participant deferral / active EE | $5,516 | $6,356-13.2% | $5,568-0.9% | $6,341-13.0% |
| Admin fee / account holder | $62,500 | $19,811+215.5% | $16,237+284.9% | $12,309+407.8% |