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 | $336,519 | $214,378+57.0% | $200,582+67.8% | $142,382+136.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.92% | 46.41%-35.5pp | 42.33%-31.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $6,667 | $6,841-2.6% | $6,419+3.9% | $4,299+55.1% |
| Participant deferral / active EE | $8,174 | $9,865-17.1% | $9,331-12.4% | $6,507+25.6% |
| Admin fee / account holder | $22,912 | $17,692+29.5% | $16,305+40.5% | $12,624+81.5% |