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 | $1,321,341 | $293,860+349.7% | $237,244+457.0% | $357,791+269.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 15.21% | 4677.97%-4662.8pp | 4131.29%-4116.1pp | 396.79%-381.6pp |
| Employer contribution / active EE | $40,000 | $5,523+624.2% | $4,351+819.3% | $7,508+432.8% |
| Participant deferral / active EE | $0 | $4,397-100.0% | $4,056-100.0% | $5,521-100.0% |
| Admin fee / account holder | $49,239 | $21,223+132.0% | $18,030+173.1% | $28,387+73.5% |