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 | $772,628 | $150,440+413.6% | $136,294+466.9% | $147,584+423.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.42% | 1049.08%-1036.7pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $12,173 | $5,256+131.6% | $4,695+159.3% | $4,876+149.6% |
| Participant deferral / active EE | $14,800 | $6,630+123.2% | $6,247+136.9% | $5,439+172.1% |
| Admin fee / account holder | $17,610 | $10,905+61.5% | $9,243+90.5% | $10,885+61.8% |