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 | $862,314 | $159,901+439.3% | $146,958+486.8% | $145,922+490.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.45% | 98.13%-93.7pp | 418.34%-413.9pp | 561.29%-556.8pp |
| Employer contribution / active EE | $2,308 | $5,286-56.3% | $4,933-53.2% | $4,660-50.5% |
| Participant deferral / active EE | $18,112 | $8,428+114.9% | $8,070+124.4% | $6,688+170.8% |
| Admin fee / account holder | $202,517 | $15,044+1246.2% | $12,998+1458.1% | $13,397+1411.7% |