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.)
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 | $823,154 | $210,648+290.8% | $177,989+362.5% | $145,922+464.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.23% | 385.86%-377.6pp | 294.48%-286.3pp | 561.29%-553.1pp |
| Employer contribution / active EE | $46,000 | $4,565+907.8% | $3,949+1065.0% | $4,660+887.2% |
| Participant deferral / active EE | $30,500 | $6,958+338.4% | $6,276+386.0% | $6,688+356.1% |
| Admin fee / account holder | $22,137 | $12,013+84.3% | $10,363+113.6% | $13,397+65.2% |