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 | $1,309,464 | $175,202+647.4% | $149,673+774.9% | $139,434+839.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.63% | 166.71%-159.1pp | 134.42%-126.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $22,611 | $5,474+313.0% | $4,818+369.3% | $4,751+375.9% |
| Participant deferral / active EE | $30,221 | $6,519+363.6% | $5,680+432.1% | $6,710+350.4% |
| Admin fee / account holder | $23,838 | $16,150+47.6% | $13,210+80.5% | $11,403+109.1% |