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 | $254,754 | $277,327-8.1% | $154,107+65.3% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 83.0%-83.0pp | - |
| Annual return | -6.50% | -3.82%-2.7pp | 735.12%-741.6pp | - |
| Employer contribution / active EE | $0 | $1,922-100.0% | $5,298-100.0% | - |
| Participant deferral / active EE | $0 | $1,965-100.0% | $5,081-100.0% | - |
| Admin fee / account holder | $52,492 | $104,675-49.9% | $13,411+291.4% | - |