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 | $417,879 | $93,024+349.2% | $77,024+442.5% | $134,475+210.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.65% | 62.60%-75.2pp | 42.32%-55.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $9,845 | $3,418+188.1% | $2,812+250.1% | $4,740+107.7% |
| Participant deferral / active EE | $15,892 | $5,238+203.4% | $4,426+259.0% | $6,400+148.3% |
| Admin fee / account holder | $13,902 | $6,944+100.2% | $5,425+156.2% | $11,426+21.7% |