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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,383,010 | $214,378+545.1% | $200,582+589.5% | $142,382+871.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.49% | 46.41%-38.9pp | 42.33%-34.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $8,661 | $6,841+26.6% | $6,419+34.9% | $4,299+101.5% |
| Participant deferral / active EE | $14,345 | $9,865+45.4% | $9,331+53.7% | $6,507+120.4% |
| Admin fee / account holder | $96,626 | $17,692+446.2% | $16,305+492.6% | $12,624+665.4% |