Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
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 | $102,942 | $99,921+3.0% | $85,009+21.1% | $145,959-29.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.87% | 83.89%-63.0pp | 66.47%-45.6pp | 561.95%-541.1pp |
| Employer contribution / active EE | $3,036 | $3,233-6.1% | $2,728+11.3% | $4,661-34.9% |
| Participant deferral / active EE | $41,469 | $5,293+683.5% | $4,522+817.1% | $6,689+520.0% |
| Admin fee / account holder | $13,749 | $7,252+89.6% | $6,153+123.5% | $13,398+2.6% |