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 | $286,389 | $167,307+71.2% | $143,757+99.2% | $134,475+113.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.80% | 0.46%-7.3pp | -0.04%-6.8pp | 417.96%-424.8pp |
| Employer contribution / active EE | $8,452 | $5,619+50.4% | $4,951+70.7% | $4,740+78.3% |
| Participant deferral / active EE | $4,491 | $6,446-30.3% | $5,637-20.3% | $6,400-29.8% |
| Admin fee / account holder | $125,163 | $18,088+592.0% | $14,673+753.0% | $11,426+995.4% |