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 | $317,392 | $175,202+81.2% | $149,673+112.1% | $139,434+127.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.39% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $49,956 | $5,474+812.6% | $4,818+936.9% | $4,751+951.5% |
| Participant deferral / active EE | $31,156 | $6,519+378.0% | $5,680+448.5% | $6,710+364.3% |
| Admin fee / account holder | $3,747 | $16,150-76.8% | $13,210-71.6% | $11,403-67.1% |