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 | $415,519 | $80,968+413.2% | $96,544+330.4% | $75,163+452.8% |
| Participation rate | 95.3% | 71.8%+23.6pp | 76.0%+19.4pp | 67.2%+28.2pp |
| Annual return | 21.35% | 27.06%-5.7pp | 25.84%-4.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $32,125 | $2,282+1307.9% | $2,965+983.5% | $2,670+1103.3% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $19,839 | $6,724+195.0% | $8,252+140.4% | $5,651+251.1% |