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 | $613,951 | $190,805+221.8% | $159,960+283.8% | $134,475+356.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.32% | 552.23%-571.6pp | 408.60%-427.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $32,228 | $4,995+545.2% | $4,226+662.7% | $4,740+580.0% |
| Participant deferral / active EE | $21,092 | $6,923+204.7% | $6,182+241.2% | $6,400+229.6% |
| Admin fee / account holder | $6,502 | $10,471-37.9% | $8,698-25.2% | $11,426-43.1% |