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.)
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 | $1,066,750 | $124,281+758.3% | $109,143+877.4% | $167,490+536.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 23.01% | 26.04%-3.0pp | 25.75%-2.7pp | 478.56%-455.5pp |
| Employer contribution / active EE | $4,760 | $4,207+13.1% | $3,722+27.9% | $4,837-1.6% |
| Participant deferral / active EE | $13 | $5,255-99.8% | $4,653-99.7% | $6,341-99.8% |
| Admin fee / account holder | $75,884 | $7,970+852.1% | $6,752+1023.8% | $12,309+516.5% |