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 8-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 | $451,982 | $102,317+341.7% | $146,958+207.6% | $80,856+459.0% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 4.47% | 134.76%-130.3pp | 418.34%-413.9pp | 35.59%-31.1pp |
| Employer contribution / active EE | $10,811 | $3,713+191.1% | $4,933+119.2% | $2,755+292.4% |
| Participant deferral / active EE | $7,046 | $6,644+6.1% | $8,070-12.7% | $4,296+64.0% |
| Admin fee / account holder | $4,333 | $7,941-45.4% | $12,998-66.7% | $6,918-37.4% |