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 | $310,766 | $202,318+53.6% | $172,739+79.9% | $152,861+103.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.46% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $18,745 | $5,856+220.1% | $5,143+264.5% | $4,762+293.6% |
| Participant deferral / active EE | $10,793 | $5,948+81.5% | $5,198+107.7% | $5,850+84.5% |
| Admin fee / account holder | $117,040 | $17,109+584.1% | $13,954+738.8% | $11,596+909.3% |