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 | $310,938 | $209,411+48.5% | $178,490+74.2% | $158,922+95.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.98% | 188.75%-189.7pp | 151.07%-152.1pp | 302.83%-303.8pp |
| Employer contribution / active EE | $3,226 | $5,706-43.5% | $5,011-35.6% | $4,761-32.3% |
| Participant deferral / active EE | $5,965 | $5,954+0.2% | $5,202+14.7% | $5,982-0.3% |
| Admin fee / account holder | $2,907 | $17,074-83.0% | $13,984-79.2% | $11,246-74.2% |