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 | $699,937 | $154,228+353.8% | $145,433+381.3% | $137,256+409.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $18,412 | $4,804+283.3% | $4,554+304.3% | $4,156+343.0% |
| Participant deferral / active EE | $49,296 | $8,216+500.0% | $7,897+524.2% | $6,407+669.4% |
| Admin fee / account holder | $149,310 | $14,344+941.0% | $13,129+1037.3% | $12,270+1116.9% |