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 | $662,971 | $201,272+229.4% | $184,203+259.9% | $145,922+354.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.85% | 29.00%-24.2pp | 28.81%-24.0pp | 561.29%-556.4pp |
| Employer contribution / active EE | $7,500 | $7,022+6.8% | $6,427+16.7% | $4,660+61.0% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,131+25.9% | $6,688+72.0% |
| Admin fee / account holder | $5,059 | $16,364-69.1% | $13,901-63.6% | $13,397-62.2% |