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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $364,302 | $106,355+242.5% | $237,244+53.6% | $116,875+211.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 80.3%+19.7pp | 74.5%+25.5pp |
| Annual return | 3.48% | 17.03%-13.6pp | 4131.29%-4127.8pp | 16.29%-12.8pp |
| Employer contribution / active EE | $0 | $1,595-100.0% | $4,351-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,056-100.0% | $3,885-100.0% |
| Admin fee / account holder | $11,542 | $11,423+1.0% | $18,030-36.0% | $12,263-5.9% |