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 | $285,530 | $106,890+167.1% | $84,015+239.9% | $152,861+86.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 16.61% | 104.99%-88.4pp | 71.31%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,965 | $2,734-28.1% | $1,983-0.9% | $4,762-58.7% |
| Participant deferral / active EE | $9,645 | $4,011+140.4% | $3,239+197.8% | $5,850+64.9% |
| Admin fee / account holder | $9,632 | $8,285+16.3% | $6,101+57.9% | $11,596-16.9% |