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 | $1,016,223 | $167,307+507.4% | $143,757+606.9% | $134,475+655.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.82% | 0.46%-7.3pp | -0.04%-6.8pp | 417.96%-424.8pp |
| Employer contribution / active EE | $10,156 | $5,619+80.7% | $4,951+105.1% | $4,740+114.3% |
| Participant deferral / active EE | $6,449 | $6,4460% | $5,637+14.4% | $6,400+0.8% |
| Admin fee / account holder | $43,750 | $18,088+141.9% | $14,673+198.2% | $11,426+282.9% |