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 9-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 | $447,149 | $295,344+51.4% | $169,463+163.9% | - |
| Participation rate | 0.0% | 68.3%-68.3pp | 77.8%-77.8pp | - |
| Annual return | 79.09% | -3.68%+82.8pp | 1.83%+77.3pp | - |
| Employer contribution / active EE | $0 | $1,621-100.0% | $4,159-100.0% | - |
| Participant deferral / active EE | $0 | $3,919-100.0% | $5,277-100.0% | - |
| Admin fee / account holder | $13,800 | $18,915-27.0% | $9,109+51.5% | - |