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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,613 | $111,724+280.1% | $93,606+353.6% | $145,922+191.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 21.91% | 202.98%-181.1pp | 133.20%-111.3pp | 561.29%-539.4pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $30,430 | $10,250+196.9% | $8,285+267.3% | $13,397+127.1% |