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 | $12,990,648 | $478,521+2614.8% | $4,796,448+170.8% | $478,521+2614.8% |
| Participation rate | 100.0% | 89.3%+10.7pp | 75.0%+25.0pp | 89.3%+10.7pp |
| Annual return | -6.37% | 101.52%-107.9pp | -0.35%-6.0pp | 101.52%-107.9pp |
| Employer contribution / active EE | $0 | $22,406-100.0% | $1,651-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $0 | $7,699-100.0% |
| Admin fee / account holder | $835,895 | $12,578+6545.8% | $279,274+199.3% | $12,578+6545.8% |