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 | $945,431 | $183,963+413.9% | $162,163+483.0% | $152,861+518.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.11% | 150.76%-137.7pp | 115.59%-102.5pp | 345.32%-332.2pp |
| Employer contribution / active EE | $10,615 | $6,371+66.6% | $5,614+89.1% | $4,762+122.9% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $13,239 | $13,121+0.9% | $10,843+22.1% | $11,596+14.2% |