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 | $342,317 | $175,202+95.4% | $149,673+128.7% | $139,434+145.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.68% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $50,886 | $5,474+829.6% | $4,818+956.2% | $4,751+971.1% |
| Participant deferral / active EE | $41,308 | $6,519+533.7% | $5,680+627.3% | $6,710+515.6% |
| Admin fee / account holder | $32,053 | $16,150+98.5% | $13,210+142.6% | $11,403+181.1% |