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 | $1,315,034 | $138,065+852.5% | $123,544+964.4% | $135,375+871.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 30.83% | 153.68%-122.9pp | 119.20%-88.4pp | 519.73%-488.9pp |
| Employer contribution / active EE | $13,825 | $5,151+168.4% | $4,628+198.7% | $4,779+189.3% |
| Participant deferral / active EE | $18,250 | $6,799+168.4% | $6,426+184.0% | $5,609+225.4% |
| Admin fee / account holder | $54,150 | $10,916+396.1% | $9,284+483.3% | $10,827+400.1% |