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 | $1,169,643 | $628,301+86.2% | $169,368+590.6% | - |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | - |
| Annual return | 17.74% | 72.90%-55.2pp | 405.60%-387.9pp | - |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,013-100.0% | - |
| Participant deferral / active EE | $0 | $4,568-100.0% | $6,221-100.0% | - |
| Admin fee / account holder | $34,626 | $15,010+130.7% | $9,003+284.6% | - |