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 | $718,764 | $172,478+316.7% | $145,661+393.4% | $142,382+404.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 13.50% | 151.09%-137.6pp | 101.46%-88.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $28,853 | $4,899+488.9% | $4,238+580.9% | $4,299+571.1% |
| Participant deferral / active EE | $48,647 | $8,348+482.7% | $7,198+575.8% | $6,507+647.6% |
| Admin fee / account holder | $610,797 | $16,864+3521.9% | $12,466+4799.6% | $12,624+4738.5% |