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 | $571,055 | $175,202+225.9% | $149,673+281.5% | $139,434+309.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.28% | 166.71%-158.4pp | 134.42%-126.1pp | 372.94%-364.7pp |
| Employer contribution / active EE | $25,770 | $5,474+370.8% | $4,818+434.9% | $4,751+442.4% |
| Participant deferral / active EE | $17,470 | $6,519+168.0% | $5,680+207.6% | $6,710+160.4% |
| Admin fee / account holder | $7,396 | $16,150-54.2% | $13,210-44.0% | $11,403-35.1% |