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 | $531,984 | $226,064+135.3% | $182,532+191.4% | $152,861+248.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 32.43% | 192.51%-160.1pp | 148.54%-116.1pp | 345.32%-312.9pp |
| Employer contribution / active EE | $29,898 | $4,978+500.5% | $4,076+633.5% | $4,762+527.8% |
| Participant deferral / active EE | $17,233 | $6,368+170.6% | $5,524+212.0% | $5,850+194.6% |
| Admin fee / account holder | $9,164 | $10,703-14.4% | $8,592+6.7% | $11,596-21.0% |