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 | $582,168 | $81,248+616.5% | $155,509+274.4% | $80,856+620.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.90% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $40,644 | $3,100+1211.0% | $4,672+769.9% | $2,755+1375.4% |
| Participant deferral / active EE | $22,240 | $3,452+544.4% | $5,626+295.3% | $4,296+417.7% |
| Admin fee / account holder | $38,685 | $7,997+383.7% | $15,912+143.1% | $6,918+459.2% |