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 | $701,292 | $165,984+322.5% | $164,813+325.5% | $145,922+380.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.54% | 100.03%-82.5pp | 69.93%-52.4pp | 561.29%-543.7pp |
| Employer contribution / active EE | $5,093 | $5,273-3.4% | $4,341+17.3% | $4,660+9.3% |
| Participant deferral / active EE | $18,424 | $6,959+164.7% | $6,031+205.5% | $6,688+175.5% |
| Admin fee / account holder | $78,206 | $16,648+369.8% | $12,690+516.3% | $13,397+483.8% |