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 | $938,495 | $225,748+315.7% | $136,294+588.6% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | - |
| Annual return | 15.21% | 13.52%+1.7pp | 5155.94%-5140.7pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,695-100.0% | - |
| Participant deferral / active EE | $0 | $4,803-100.0% | $6,247-100.0% | - |
| Admin fee / account holder | $45,433 | $10,864+318.2% | $9,243+391.5% | - |