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 | $525,214 | $79,944+557.0% | $98,439+433.5% | $75,163+598.8% |
| Participation rate | 97.7% | 70.4%+27.4pp | 75.2%+22.6pp | 67.2%+30.5pp |
| Annual return | 46.44% | 19.75%+26.7pp | 21.16%+25.3pp | 160.62%-114.2pp |
| Employer contribution / active EE | $7,646 | $2,264+237.8% | $3,048+150.9% | $2,670+186.4% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $15,236 | $6,840+122.8% | $8,948+70.3% | $5,651+169.6% |