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 | $290,398 | $106,543+172.6% | $91,220+218.3% | $134,475+115.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.34% | 160.60%-172.9pp | 114.01%-126.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,034 | $3,331-38.9% | $2,850-28.6% | $4,740-57.1% |
| Participant deferral / active EE | $2,034 | $4,719-56.9% | $4,234-52.0% | $6,400-68.2% |
| Admin fee / account holder | $11,826 | $6,231+89.8% | $5,420+118.2% | $11,426+3.5% |