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 | $2,230,456 | $348,986+539.1% | $185,823+1100.3% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 78.0%-78.0pp | - |
| Annual return | 7.25% | 9.09%-1.8pp | 35.95%-28.7pp | - |
| Employer contribution / active EE | $0 | $2,863-100.0% | $4,087-100.0% | - |
| Participant deferral / active EE | $0 | $5,378-100.0% | $5,632-100.0% | - |
| Admin fee / account holder | $10,139 | $28,026-63.8% | $9,500+6.7% | - |