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 | $510,010 | $175,202+191.1% | $149,673+240.7% | $139,434+265.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.73% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $19,110 | $5,474+249.1% | $4,818+296.7% | $4,751+302.2% |
| Participant deferral / active EE | $8,386 | $6,519+28.6% | $5,680+47.6% | $6,710+25.0% |
| Admin fee / account holder | $25,257 | $16,150+56.4% | $13,210+91.2% | $11,403+121.5% |