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 | $446,196 | $227,611+96.0% | $115,037+287.9% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 81.4%-81.4pp | - |
| Annual return | -2.41% | -2.26%-0.2pp | 26.14%-28.5pp | - |
| Employer contribution / active EE | $0 | $2,567-100.0% | $4,608-100.0% | - |
| Participant deferral / active EE | $0 | $4,583-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $19,170 | $24,340-21.2% | $8,175+134.5% | - |