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 | $788,970 | $95,193+728.8% | $76,523+931.0% | $135,375+482.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.16% | 4.85%-9.0pp | -0.27%-3.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $9,657 | $3,302+192.4% | $2,647+264.8% | $4,779+102.1% |
| Participant deferral / active EE | $10,800 | $4,639+132.8% | $3,835+181.6% | $5,609+92.6% |
| Admin fee / account holder | $264,628 | $6,249+4135.0% | $4,848+5358.2% | $10,827+2344.1% |