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.
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 | $353,763 | $209,411+68.9% | $178,490+98.2% | $158,922+122.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.65% | 188.75%-184.1pp | 151.07%-146.4pp | 302.83%-298.2pp |
| Employer contribution / active EE | $13,214 | $5,706+131.6% | $5,011+163.7% | $4,761+177.5% |
| Participant deferral / active EE | $8,053 | $5,954+35.2% | $5,202+54.8% | $5,982+34.6% |
| Admin fee / account holder | $7,752 | $17,074-54.6% | $13,984-44.6% | $11,246-31.1% |