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 | $1,837,015 | $107,791+1604.2% | $90,645+1926.6% | $135,375+1257.0% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | 1.02% | -0.90%+1.9pp | 1.88%-0.9pp | 519.73%-518.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $230,397 | $5,930+3785.4% | $4,994+4513.6% | $10,827+2028.0% |