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 9-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 | $279,600 | $209,411+33.5% | $178,490+56.6% | $158,922+75.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.55% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $10,291 | $5,706+80.3% | $5,011+105.4% | $4,761+116.1% |
| Participant deferral / active EE | $15,923 | $5,954+167.4% | $5,202+206.1% | $5,982+166.2% |
| Admin fee / account holder | $5,696 | $17,074-66.6% | $13,984-59.3% | $11,246-49.4% |