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 | $592,947 | $138,347+328.6% | $184,203+221.9% | $80,856+633.3% |
| Participation rate | 98.1% | 83.9%+14.3pp | 86.8%+11.3pp | 67.6%+30.5pp |
| Annual return | 1.18% | 20.02%-18.8pp | 28.81%-27.6pp | 35.59%-34.4pp |
| Employer contribution / active EE | $16,572 | $4,850+241.7% | $6,427+157.9% | $2,755+501.6% |
| Participant deferral / active EE | $7,059 | $7,071-0.2% | $9,131-22.7% | $4,296+64.3% |
| Admin fee / account holder | $149,192 | $10,483+1323.1% | $13,901+973.3% | $6,918+2056.6% |