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 9-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 | $454,922 | $104,974+333.4% | $95,585+375.9% | $142,382+219.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.18% | 210.33%-204.2pp | 38.56%-32.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $709 | $2,779-74.5% | $2,527-71.9% | $4,299-83.5% |
| Participant deferral / active EE | $5,323 | $4,352+22.3% | $4,023+32.3% | $6,507-18.2% |
| Admin fee / account holder | $4,036 | $6,386-36.8% | $6,127-34.1% | $12,624-68.0% |