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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,301,104 | $297,529+337.3% | $246,525+427.8% | $357,791+263.6% |
| Participation rate | 88.9% | 86.5%+2.3pp | 82.0%+6.9pp | 85.6%+3.3pp |
| Annual return | 44.64% | -2.25%+46.9pp | 0.46%+44.2pp | 396.79%-352.2pp |
| Employer contribution / active EE | $0 | $8,709-100.0% | $7,467-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $6,076-100.0% | $5,422-100.0% | $5,521-100.0% |
| Admin fee / account holder | $20,303 | $16,212+25.2% | $16,551+22.7% | $28,387-28.5% |