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 | $330,686 | $217,402+52.1% | $185,823+78.0% | $167,490+97.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.31% | 148.36%-143.1pp | 122.05%-116.7pp | 478.56%-473.2pp |
| Employer contribution / active EE | $3,419 | $5,873-41.8% | $5,167-33.8% | $4,837-29.3% |
| Participant deferral / active EE | $5,832 | $6,356-8.2% | $5,568+4.7% | $6,341-8.0% |
| Admin fee / account holder | $3,698 | $19,811-81.3% | $16,237-77.2% | $12,309-70.0% |