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 | $1,019,180 | $154,365+560.2% | $130,231+682.6% | $139,434+630.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 11.31% | 30.34%-19.0pp | 38.77%-27.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $28,131 | $5,170+444.1% | $4,126+581.8% | $4,751+492.1% |
| Participant deferral / active EE | $45,369 | $8,498+433.9% | $6,799+567.3% | $6,710+576.1% |
| Admin fee / account holder | $26,200 | $9,214+184.3% | $6,020+335.2% | $11,403+129.8% |