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 | $492,897 | $176,812+178.8% | $146,665+236.1% | $167,490+194.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.29% | 24.03%-9.7pp | 22.74%-8.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $5,898 | $5,160+14.3% | $4,136+42.6% | $4,837+21.9% |
| Participant deferral / active EE | $16,935 | $6,440+163.0% | $5,506+207.6% | $6,341+167.1% |
| Admin fee / account holder | $67,526 | $13,259+409.3% | $10,280+556.9% | $12,309+448.6% |