Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $487,081 | $295,923+64.6% | $239,403+103.5% | $382,429+27.4% |
| Participation rate | 85.7% | 87.1%-1.4pp | 82.2%+3.5pp | 87.7%-2.0pp |
| Annual return | 22.41% | 1.75%+20.7pp | 3.34%+19.1pp | 248.85%-226.4pp |
| Employer contribution / active EE | $0 | $5,859-100.0% | $4,656-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $8,223 | $26,025-68.4% | $21,121-61.1% | $30,732-73.2% |