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 | $917,133 | $147,727+520.8% | $115,756+692.3% | $134,475+582.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -9.28% | 73.96%-83.2pp | 143.14%-152.4pp | 417.96%-427.2pp |
| Employer contribution / active EE | $27,089 | $4,713+474.8% | $3,793+614.2% | $4,740+471.5% |
| Participant deferral / active EE | $27,000 | $7,563+257.0% | $6,254+331.7% | $6,400+321.9% |
| Admin fee / account holder | $27,000 | $14,571+85.3% | $8,124+232.3% | $11,426+136.3% |