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 | $351,306 | $111,814+214.2% | $103,374+239.8% | $145,959+140.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.48% | 24.77%+1.7pp | 24.89%+1.6pp | 561.95%-535.5pp |
| Employer contribution / active EE | $10,166 | $4,214+141.3% | $3,869+162.7% | $4,661+118.1% |
| Participant deferral / active EE | $36,848 | $5,618+555.9% | $5,058+628.6% | $6,689+450.9% |
| Admin fee / account holder | $2,028 | $9,754-79.2% | $8,394-75.8% | $13,398-84.9% |