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 | $882,987 | $109,881+703.6% | $150,045+488.5% | $84,808+941.2% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 12.37% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $5,730 | $3,561+60.9% | $4,693+22.1% | $2,631+117.8% |
| Participant deferral / active EE | $12,783 | $6,636+92.6% | $7,997+59.8% | $4,212+203.5% |
| Admin fee / account holder | $75,168 | $8,568+777.3% | $13,435+459.5% | $7,344+923.6% |