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 | $284,736 | $100,852+182.3% | $90,404+215.0% | $158,922+79.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.96% | 1724.20%-1714.2pp | 1293.02%-1283.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $44,903 | $3,689+1117.4% | $3,262+1276.6% | $4,761+843.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $109,456 | $6,501+1583.7% | $5,611+1850.8% | $11,246+873.3% |