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 | $14,449,704 | $581,964+2382.9% | $7,324,628+97.3% | $581,964+2382.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 66.7%+33.3pp | 87.9%+12.1pp |
| Annual return | 8.03% | 19.66%-11.6pp | 1.06%+7.0pp | 19.66%-11.6pp |
| Employer contribution / active EE | $0 | $21,011-100.0% | $8,070-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | - | $8,361-100.0% |
| Admin fee / account holder | $525,854 | $49,887+954.1% | $262,927+100.0% | $49,887+954.1% |