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 | $259,752 | $69,207+275.3% | $64,056+305.5% | $139,434+86.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.70% | 45.88%-25.2pp | 33.69%-13.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $4,896 | $3,182+53.9% | $2,747+78.3% | $4,751+3.1% |
| Participant deferral / active EE | $30,559 | $4,682+552.7% | $3,880+687.6% | $6,710+355.4% |
| Admin fee / account holder | $335 | $4,244-92.1% | $3,068-89.1% | $11,403-97.1% |