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 | $691,178 | $209,411+230.1% | $178,490+287.2% | $158,922+334.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.41% | 188.75%-177.3pp | 151.07%-139.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $54,866 | $5,706+861.5% | $5,011+995.0% | $4,761+1052.4% |
| Participant deferral / active EE | $49,500 | $5,954+731.3% | $5,202+851.6% | $5,982+727.5% |
| Admin fee / account holder | $4,395 | $17,074-74.3% | $13,984-68.6% | $11,246-60.9% |