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 | $357,910 | $217,402+64.6% | $185,823+92.6% | $167,490+113.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.06% | 148.36%-139.3pp | 122.05%-113.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $5,115 | $5,873-12.9% | $5,167-1.0% | $4,837+5.7% |
| Participant deferral / active EE | $4,136 | $6,356-34.9% | $5,568-25.7% | $6,341-34.8% |
| Admin fee / account holder | $11,350 | $19,811-42.7% | $16,237-30.1% | $12,309-7.8% |