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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $485,568 | $182,036+166.7% | $100,671+382.3% | - |
| Participation rate | 0.0% | 58.6%-58.6pp | 70.7%-70.7pp | - |
| Annual return | -6.67% | -3.13%-3.5pp | 20.43%-27.1pp | - |
| Employer contribution / active EE | $0 | $754-100.0% | $4,012-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $3,144-100.0% | - |
| Admin fee / account holder | $9,765 | $5,347+82.6% | $4,850+101.4% | - |