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 | $422,132 | $90,503+366.4% | $78,689+436.5% | $273,961+54.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.25% | 75.60%-66.4pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $10,375 | $3,176+226.7% | $2,851+264.0% | $4,869+113.1% |
| Participant deferral / active EE | $10,238 | $3,901+162.4% | $3,517+191.1% | $5,287+93.6% |
| Admin fee / account holder | $3,044 | $5,263-42.2% | $4,510-32.5% | $10,132-70.0% |