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 | $595,007 | $124,281+378.8% | $109,143+445.2% | $167,490+255.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.60% | 26.04%-5.4pp | 25.75%-5.1pp | 478.56%-458.0pp |
| Employer contribution / active EE | $2,239 | $4,207-46.8% | $3,722-39.9% | $4,837-53.7% |
| Participant deferral / active EE | $5,177 | $5,255-1.5% | $4,653+11.3% | $6,341-18.4% |
| Admin fee / account holder | $23,083 | $7,970+189.6% | $6,752+241.9% | $12,309+87.5% |