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 | $376,548 | $202,318+86.1% | $172,739+118.0% | $152,861+146.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 25.68% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.6pp |
| Employer contribution / active EE | $17,400 | $5,856+197.1% | $5,143+238.3% | $4,762+265.4% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,850+70.9% |
| Admin fee / account holder | $2,805 | $17,109-83.6% | $13,954-79.9% | $11,596-75.8% |