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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,092,063 | $185,689+488.1% | $146,762+644.1% | $357,791+205.2% |
| Participation rate | 100.0% | 86.7%+13.3pp | 81.7%+18.3pp | 85.6%+14.4pp |
| Annual return | 16.31% | -6.87%+23.2pp | -2.96%+19.3pp | 396.79%-380.5pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $3,453-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $3,550-100.0% | $5,521-100.0% |
| Admin fee / account holder | $56,863 | $15,700+262.2% | $14,221+299.9% | $28,387+100.3% |