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 | $2,008,196 | $114,381+1655.7% | $107,525+1767.7% | $142,382+1310.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.36% | 242.71%-226.3pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $17,527 | $4,015+336.6% | $3,754+366.9% | $4,299+307.7% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $92,427 | $9,860+837.4% | $8,919+936.3% | $12,624+632.2% |