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 8-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 | $708,752 | $214,378+230.6% | $200,582+253.3% | $142,382+397.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.11% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,500 | $6,841-34.2% | $6,419-29.9% | $4,299+4.7% |
| Participant deferral / active EE | $17,375 | $9,865+76.1% | $9,331+86.2% | $6,507+167.0% |
| Admin fee / account holder | $4,814 | $17,692-72.8% | $16,305-70.5% | $12,624-61.9% |