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 | $1,818,801 | $117,381+1449.5% | $99,443+1729.0% | $152,861+1089.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 6.19% | 31.87%-25.7pp | 30.72%-24.5pp | 345.32%-339.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $137,440 | $7,631+1701.1% | $6,250+2098.9% | $11,596+1085.2% |