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 | $356,546 | $75,828+370.2% | $147,614+141.5% | $59,632+497.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.38% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $21,211 | $3,485+508.7% | $5,564+281.2% | $2,203+863.0% |
| Participant deferral / active EE | $14,784 | $3,130+372.3% | $4,895+202.0% | $3,192+363.2% |
| Admin fee / account holder | $75,546 | $5,985+1162.2% | $11,611+550.6% | $4,297+1658.1% |