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 | $583,019 | $179,636+224.6% | $112,228+419.5% | - |
| Participation rate | 0.0% | 66.3%-66.3pp | 75.1%-75.1pp | - |
| Annual return | 9.15% | -16.34%+25.5pp | 27.45%-18.3pp | - |
| Employer contribution / active EE | $0 | $2,897-100.0% | $3,635-100.0% | - |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,728-100.0% | - |
| Admin fee / account holder | $49,000 | $19,809+147.4% | $6,410+664.4% | - |