Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $709,671 | $116,412+509.6% | $156,181+354.4% | - |
| Participation rate | 0.0% | 77.9%-77.9pp | 78.8%-78.8pp | - |
| Annual return | 4.04% | 16.48%-12.4pp | 64.87%-60.8pp | - |
| Employer contribution / active EE | $0 | $2,587-100.0% | $4,294-100.0% | - |
| Participant deferral / active EE | $0 | $4,514-100.0% | $6,132-100.0% | - |
| Admin fee / account holder | $42,076 | $18,889+122.8% | $14,586+188.5% | - |