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 | $316,159 | $185,200+70.7% | $142,863+121.3% | $167,490+88.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.64% | 8555.70%-8542.1pp | 5637.54%-5623.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $6,248 | $5,604+11.5% | $4,144+50.8% | $4,837+29.2% |
| Participant deferral / active EE | $18,433 | $4,494+310.2% | $3,837+380.4% | $6,341+190.7% |
| Admin fee / account holder | $6,852 | $8,031-14.7% | $6,560+4.4% | $12,309-44.3% |