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 | $413,904 | $167,307+147.4% | $143,757+187.9% | $134,475+207.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.94% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $42,319 | $5,619+653.1% | $4,951+754.8% | $4,740+792.9% |
| Participant deferral / active EE | $23,750 | $6,446+268.5% | $5,637+321.3% | $6,400+271.1% |
| Admin fee / account holder | $190,868 | $18,088+955.2% | $14,673+1200.8% | $11,426+1570.5% |