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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,115,642 | $185,822+500.4% | $169,993+556.3% | $139,434+700.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.29% | 60.50%-56.2pp | 53.37%-49.1pp | 372.94%-368.7pp |
| Employer contribution / active EE | $1,455 | $7,590-80.8% | $6,785-78.6% | $4,751-69.4% |
| Participant deferral / active EE | $2,648 | $11,622-77.2% | $10,408-74.6% | $6,710-60.5% |
| Admin fee / account holder | $21,839 | $15,381+42.0% | $12,815+70.4% | $11,403+91.5% |