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 | $304,286 | $148,534+104.9% | $135,903+123.9% | $139,434+118.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.89% | 79.19%-51.3pp | 68.23%-40.3pp | 372.94%-345.1pp |
| Employer contribution / active EE | $33,826 | $5,243+545.2% | $4,856+596.6% | $4,751+612.0% |
| Participant deferral / active EE | $10,047 | $8,100+24.0% | $7,758+29.5% | $6,710+49.7% |
| Admin fee / account holder | $71,192 | $12,400+474.1% | $10,762+561.5% | $11,403+524.4% |