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 | $2,903,071 | $209,832+1283.5% | $189,513+1431.9% | $167,490+1633.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.92% | 748.27%-726.4pp | 555.15%-533.2pp | 478.56%-456.6pp |
| Employer contribution / active EE | $2,479 | $6,914-64.2% | $6,162-59.8% | $4,837-48.8% |
| Participant deferral / active EE | $863 | $8,935-90.3% | $8,221-89.5% | $6,341-86.4% |
| Admin fee / account holder | $66,521 | $14,293+365.4% | $12,045+452.3% | $12,309+440.4% |