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 | $283,718 | $70,756+301.0% | $65,493+333.2% | $142,382+99.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.91% | 1754.89%-1736.0pp | 982.45%-963.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $33,255 | $2,881+1054.5% | $2,574+1191.8% | $4,299+673.5% |
| Participant deferral / active EE | $41,790 | $4,637+801.2% | $3,961+955.0% | $6,507+542.2% |
| Admin fee / account holder | $35,693 | $6,559+444.2% | $5,028+609.9% | $12,624+182.7% |