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 | $2,474,808 | $176,947+1298.6% | $167,512+1377.4% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 77.1%-77.1pp | - |
| Annual return | 9.76% | 15.13%-5.4pp | 1615.79%-1606.0pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,882-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $6,405-100.0% | - |
| Admin fee / account holder | $116,004 | $22,209+422.3% | $9,769+1087.5% | - |