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 | $270,908 | $546,767-50.5% | $193,871+39.7% | $546,767-50.5% |
| Participation rate | 0.0% | 83.5%-83.5pp | 85.6%-85.6pp | 83.5%-83.5pp |
| Annual return | 3.77% | 10.35%-6.6pp | 15.27%-11.5pp | 10.35%-6.6pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $4,691-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $2,779-100.0% | $3,964-100.0% |
| Admin fee / account holder | $26,123 | $48,677-46.3% | $12,948+101.8% | $48,677-46.3% |