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 | $788,079 | $102,605+668.1% | $145,661+441.0% | $84,808+829.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 9.75% | 26.50%-16.8pp | 101.46%-91.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $7,956 | $3,325+139.3% | $4,238+87.8% | $2,631+202.4% |
| Participant deferral / active EE | $10,702 | $5,750+86.1% | $7,198+48.7% | $4,212+154.1% |
| Admin fee / account holder | $150,601 | $8,758+1619.6% | $12,466+1108.1% | $7,344+1950.7% |