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 | $968,578 | $83,427+1061.0% | $115,756+736.7% | $68,494+1314.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 6.64% | -10.95%+17.6pp | 143.14%-136.5pp | -7.84%+14.5pp |
| Employer contribution / active EE | $6,969 | $3,075+126.6% | $3,793+83.7% | $2,596+168.4% |
| Participant deferral / active EE | $11,504 | $5,355+114.8% | $6,254+83.9% | $4,027+185.6% |
| Admin fee / account holder | $34,378 | $5,708+502.3% | $8,124+323.1% | $5,403+536.3% |