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 | $386,938 | $73,867+423.8% | $143,757+169.2% | $68,494+464.9% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -15.36% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $23,736 | $3,184+645.5% | $4,951+379.4% | $2,596+814.2% |
| Participant deferral / active EE | $14,350 | $3,384+324.0% | $5,637+154.6% | $4,027+256.3% |
| Admin fee / account holder | $48,323 | $5,755+739.7% | $14,673+229.3% | $5,403+794.4% |