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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $639,867 | $201,594+217.4% | $101,248+532.0% | - |
| Participation rate | 0.0% | 64.6%-64.6pp | 75.8%-75.8pp | - |
| Annual return | 7.83% | 13.55%-5.7pp | 46.47%-38.6pp | - |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,660-100.0% | - |
| Participant deferral / active EE | $0 | $3,091-100.0% | $4,370-100.0% | - |
| Admin fee / account holder | $55,279 | $7,709+617.1% | $5,945+829.8% | - |