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 | $819,513 | $154,117+431.7% | $129,995+530.4% | $139,434+487.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 32.48%-16.9pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $27,305 | $5,289+416.3% | $4,320+532.1% | $4,751+474.7% |
| Participant deferral / active EE | $17,500 | $6,710+160.8% | $5,820+200.7% | $6,710+160.8% |
| Admin fee / account holder | $15,497 | $14,007+10.6% | $10,614+46.0% | $11,403+35.9% |