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.)
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 | $291,299 | $175,202+66.3% | $149,673+94.6% | $139,434+108.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.77% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $9,552 | $5,474+74.5% | $4,818+98.3% | $4,751+101.1% |
| Participant deferral / active EE | $4,684 | $6,519-28.1% | $5,680-17.5% | $6,710-30.2% |
| Admin fee / account holder | $14,028 | $16,150-13.1% | $13,210+6.2% | $11,403+23.0% |