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 | $8,971,490 | $629,339+1325.5% | $123,104+7187.7% | - |
| Participation rate | 0.0% | 82.7%-82.7pp | 86.8%-86.8pp | - |
| Annual return | 2.15% | -0.80%+2.9pp | 13.22%-11.1pp | - |
| Employer contribution / active EE | $0 | $3,722-100.0% | $5,151-100.0% | - |
| Participant deferral / active EE | $0 | $3,761-100.0% | $6,230-100.0% | - |
| Admin fee / account holder | $933,251 | $44,008+2020.6% | $9,015+10252.8% | - |