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 9-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 | $1,116,367 | $138,044+708.7% | $125,339+790.7% | $134,475+730.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.06% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $13,421 | $5,243+156.0% | $4,814+178.8% | $4,740+183.2% |
| Participant deferral / active EE | $16,919 | $7,799+116.9% | $7,446+127.2% | $6,400+164.4% |
| Admin fee / account holder | $74,896 | $11,571+547.3% | $10,010+648.2% | $11,426+555.5% |