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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $612,107 | $160,055+282.4% | $140,016+337.2% | $135,375+352.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 18.81% | 911.38%-892.6pp | 651.12%-632.3pp | 519.73%-500.9pp |
| Employer contribution / active EE | $38,455 | $6,420+499.0% | $5,606+586.0% | $4,779+704.7% |
| Participant deferral / active EE | $26,687 | $7,642+249.2% | $6,927+285.3% | $5,609+375.8% |
| Admin fee / account holder | $7,264 | $13,328-45.5% | $10,705-32.1% | $10,827-32.9% |