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 | $775,967 | $932,052-16.7% | $189,513+309.5% | - |
| Participation rate | 0.0% | 77.2%-77.2pp | 87.8%-87.8pp | - |
| Annual return | 17.92% | 10.81%+7.1pp | 555.15%-537.2pp | - |
| Employer contribution / active EE | $0 | $3,785-100.0% | $6,162-100.0% | - |
| Participant deferral / active EE | $0 | $5,497-100.0% | $8,221-100.0% | - |
| Admin fee / account holder | $74,751 | $117,148-36.2% | $12,045+520.6% | - |