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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $250,149 | $245,885+1.7% | $198,754+25.9% | $357,791-30.1% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 85.6%-85.6pp |
| Annual return | 12.41% | 5953.41%-5941.0pp | 4947.04%-4934.6pp | 396.79%-384.4pp |
| Employer contribution / active EE | $0 | $4,089-100.0% | $4,008-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,533-100.0% | $4,138-100.0% | $5,521-100.0% |
| Admin fee / account holder | $13,324 | $12,849+3.7% | $12,082+10.3% | $28,387-53.1% |