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 | $12,193,492 | $546,767+2130.1% | $6,253,056+95.0% | $546,767+2130.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 66.7%+33.3pp | 83.5%+16.5pp |
| Annual return | 6.16% | 10.35%-4.2pp | 16.99%-10.8pp | 10.35%-4.2pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $9,787-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | - | $3,964-100.0% |
| Admin fee / account holder | $926,128 | $48,677+1802.6% | $463,064+100.0% | $48,677+1802.6% |