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 | $470,443 | $99,020+375.1% | $86,590+443.3% | $147,584+218.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.19% | 1312.34%-1304.1pp | 964.84%-956.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $10,375 | $3,132+231.3% | $2,839+265.4% | $4,876+112.8% |
| Participant deferral / active EE | $10,238 | $3,972+157.7% | $3,609+183.7% | $5,439+88.2% |
| Admin fee / account holder | $3,044 | $5,710-46.7% | $4,906-38.0% | $10,885-72.0% |