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 | $528,185 | $110,257+379.0% | $96,544+447.1% | $139,434+278.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.24% | 26.32%-3.1pp | 25.84%-2.6pp | 372.94%-349.7pp |
| Employer contribution / active EE | $70,770 | $3,620+1855.1% | $2,965+2286.9% | $4,751+1389.7% |
| Participant deferral / active EE | $63,380 | $5,548+1042.4% | $4,851+1206.6% | $6,710+844.5% |
| Admin fee / account holder | $6,748 | $11,591-41.8% | $8,252-18.2% | $11,403-40.8% |