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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $780,306 | $214,378+264.0% | $200,582+289.0% | $142,382+448.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | -1.81% | 46.41%-48.2pp | 42.33%-44.1pp | 217.08%-218.9pp |
| Employer contribution / active EE | $14,169 | $6,841+107.1% | $6,419+120.7% | $4,299+229.6% |
| Participant deferral / active EE | $31,787 | $9,865+222.2% | $9,331+240.7% | $6,507+388.5% |
| Admin fee / account holder | $480,640 | $17,692+2616.7% | $16,305+2847.9% | $12,624+3707.4% |