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 | $250,127 | $202,318+23.6% | $172,739+44.8% | $152,861+63.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.76% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $5,762 | $5,856-1.6% | $5,143+12.0% | $4,762+21.0% |
| Participant deferral / active EE | $8,049 | $5,948+35.3% | $5,198+54.9% | $5,850+37.6% |
| Admin fee / account holder | $5,415 | $17,109-68.4% | $13,954-61.2% | $11,596-53.3% |