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 | $288,769 | $110,261+161.9% | $95,745+201.6% | $139,434+107.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.88% | 27.11%-11.2pp | 28.35%-12.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $21,735 | $3,257+567.3% | $2,835+666.8% | $4,751+357.5% |
| Participant deferral / active EE | $30,730 | $4,676+557.2% | $4,245+624.0% | $6,710+358.0% |
| Admin fee / account holder | $28,097 | $6,613+324.9% | $5,678+394.9% | $11,403+146.4% |