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 | $483,573 | $157,256+207.5% | $141,162+242.6% | $152,861+216.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.61% | 64.32%-56.7pp | 71.39%-63.8pp | 345.32%-337.7pp |
| Employer contribution / active EE | $18,480 | $5,261+251.3% | $4,735+290.3% | $4,762+288.0% |
| Participant deferral / active EE | $8,800 | $7,109+23.8% | $6,709+31.2% | $5,850+50.4% |
| Admin fee / account holder | $5,190 | $12,120-57.2% | $10,261-49.4% | $11,596-55.2% |