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 | $462,466 | $167,484+176.1% | $151,611+205.0% | $134,475+243.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.41% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $11,001 | $6,829+61.1% | $6,166+78.4% | $4,740+132.1% |
| Participant deferral / active EE | $22,750 | $8,986+153.2% | $8,363+172.0% | $6,400+255.5% |
| Admin fee / account holder | $64,212 | $13,783+365.9% | $11,616+452.8% | $11,426+462.0% |