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.
Employer 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 | $3,012,450 | $167,484+1698.7% | $151,611+1887.0% | $134,475+2140.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 6.67% | 7.80%-1.1pp | 3.33%+3.3pp | 417.96%-411.3pp |
| Employer contribution / active EE | $466 | $6,829-93.2% | $6,166-92.4% | $4,740-90.2% |
| Participant deferral / active EE | $9,125 | $8,986+1.5% | $8,363+9.1% | $6,400+42.6% |
| Admin fee / account holder | $102,096 | $13,783+640.8% | $11,616+778.9% | $11,426+793.6% |