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 | $1,925,222 | $92,703+1976.8% | $82,719+2227.4% | $134,475+1331.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.78% | 944.92%-953.7pp | 701.18%-710.0pp | 417.96%-426.7pp |
| Employer contribution / active EE | $32,500 | $3,274+892.7% | $3,009+980.1% | $4,740+585.7% |
| Participant deferral / active EE | $27,000 | $4,802+462.3% | $4,395+514.3% | $6,400+321.9% |
| Admin fee / account holder | $103,225 | $5,983+1625.5% | $5,329+1837.1% | $11,426+803.4% |