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 | $12,245,657 | $525,611+2229.8% | $6,233,714+96.4% | $525,611+2229.8% |
| Participation rate | 100.0% | 87.0%+13.0pp | 66.7%+33.3pp | 87.0%+13.0pp |
| Annual return | 6.94% | 8.71%-1.8pp | -2.07%+9.0pp | 8.71%-1.8pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $10,160-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $5,987-100.0% | - | $5,987-100.0% |
| Admin fee / account holder | $909,933 | $41,812+2076.2% | $454,967+100.0% | $41,812+2076.2% |