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 | $2,344,847 | $845,484+177.3% | $177,989+1217.4% | - |
| Participation rate | 0.0% | 64.0%-64.0pp | 77.1%-77.1pp | - |
| Annual return | 8.36% | 8.37%0pp | 294.48%-286.1pp | - |
| Employer contribution / active EE | $0 | $2,463-100.0% | $3,949-100.0% | - |
| Participant deferral / active EE | $0 | $5,196-100.0% | $6,276-100.0% | - |
| Admin fee / account holder | $104,677 | $34,598+202.6% | $10,363+910.1% | - |