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 9-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 | $883,560 | $154,117+473.3% | $129,995+579.7% | $139,434+533.7% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.5%-2.0pp | 80.3%-3.8pp |
| Annual return | 17.46% | 32.48%-15.0pp | -137.18%+154.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $31,872 | $5,289+502.6% | $4,320+637.8% | $4,751+570.9% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $184,004 | $14,007+1213.7% | $10,614+1633.5% | $11,403+1513.7% |