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 | $2,079,685 | $282,493+636.2% | $182,532+1039.4% | - |
| Participation rate | 0.0% | 61.6%-61.6pp | 78.0%-78.0pp | - |
| Annual return | 10.55% | 11.66%-1.1pp | 148.54%-138.0pp | - |
| Employer contribution / active EE | $0 | $3,086-100.0% | $4,076-100.0% | - |
| Participant deferral / active EE | $0 | $2,811-100.0% | $5,524-100.0% | - |
| Admin fee / account holder | $86,251 | $13,338+546.6% | $8,592+903.8% | - |