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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $762,733 | $117,983+546.5% | $101,794+649.3% | $142,382+435.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.96% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $783 | $2,773-71.8% | $2,289-65.8% | $4,299-81.8% |
| Participant deferral / active EE | $783 | $4,714-83.4% | $4,084-80.8% | $6,507-88.0% |
| Admin fee / account holder | $30,810 | $10,433+195.3% | $8,777+251.0% | $12,624+144.1% |