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 | $307,234 | $91,190+236.9% | $178,490+72.1% | $79,858+284.7% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | 11.36% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $6,425 | $3,256+97.3% | $5,011+28.2% | $2,471+160.0% |
| Participant deferral / active EE | $13,531 | $3,236+318.1% | $5,202+160.1% | $3,740+261.8% |
| Admin fee / account holder | $6,081 | $6,751-9.9% | $13,984-56.5% | $5,306+14.6% |