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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,467 | $102,317+216.1% | $146,958+120.1% | $80,856+300.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 15.21% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,272 | $3,713+15.1% | $4,933-13.4% | $2,755+55.1% |
| Participant deferral / active EE | $11,176 | $6,644+68.2% | $8,070+38.5% | $4,296+160.2% |
| Admin fee / account holder | $6,749 | $7,941-15.0% | $12,998-48.1% | $6,918-2.4% |