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.
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 | $757,940 | $110,809+584.0% | $86,874+772.5% | $167,490+352.5% |
| Participation rate | 81.8% | 75.8%+6.0pp | 71.6%+10.2pp | 82.1%-0.3pp |
| Annual return | 18.75% | 116.98%-98.2pp | 63.52%-44.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $26,464 | $8,415+214.5% | $5,828+354.1% | $12,309+115.0% |