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 | $432,161 | $142,344+203.6% | $119,609+261.3% | $134,475+221.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.24% | -12.44%-6.8pp | -14.97%-4.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,455 | $5,222-14.7% | $4,232+5.3% | $4,740-6.0% |
| Participant deferral / active EE | $13,181 | $6,469+103.7% | $5,602+135.3% | $6,400+106.0% |
| Admin fee / account holder | $71,827 | $13,584+428.8% | $10,323+595.8% | $11,426+528.6% |