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 | $812,358 | $227,553+257.0% | $189,557+328.6% | $167,490+385.0% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.4%+14.4pp | 82.1%+10.8pp |
| Annual return | 10.84% | 78.40%-67.6pp | 64.17%-53.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $12,205 | $5,316+129.6% | $4,412+176.6% | $4,837+152.3% |
| Participant deferral / active EE | $357 | $7,002-94.9% | $6,174-94.2% | $6,341-94.4% |
| Admin fee / account holder | $9,521 | $11,878-19.8% | $9,807-2.9% | $12,309-22.7% |