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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $639,691 | $108,912+487.3% | $100,383+537.3% | $145,959+338.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.71% | 57.96%-45.3pp | 49.26%-36.6pp | 561.95%-549.2pp |
| Employer contribution / active EE | $228 | $4,423-94.9% | $3,944-94.2% | $4,661-95.1% |
| Participant deferral / active EE | $2,084 | $8,451-75.3% | $8,086-74.2% | $6,689-68.8% |
| Admin fee / account holder | $54,416 | $9,690+461.6% | $7,900+588.8% | $13,398+306.2% |