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 8-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 | $308,085 | $138,044+123.2% | $125,339+145.8% | $134,475+129.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 23.49% | 750.33%-726.8pp | 572.05%-548.6pp | 417.96%-394.5pp |
| Employer contribution / active EE | $20,776 | $5,243+296.2% | $4,814+331.6% | $4,740+338.3% |
| Participant deferral / active EE | $21,116 | $7,799+170.8% | $7,446+183.6% | $6,400+229.9% |
| Admin fee / account holder | $8,110 | $11,571-29.9% | $10,010-19.0% | $11,426-29.0% |