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 | $281,922 | $209,832+34.4% | $189,513+48.8% | $167,490+68.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.40% | 748.27%-730.9pp | 555.15%-537.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $11,429 | $6,914+65.3% | $6,162+85.5% | $4,837+136.2% |
| Participant deferral / active EE | $14,340 | $8,935+60.5% | $8,221+74.4% | $6,341+126.1% |
| Admin fee / account holder | $15,299 | $14,293+7.0% | $12,045+27.0% | $12,309+24.3% |