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 | $252,678 | $112,729+124.1% | $98,716+156.0% | $137,256+84.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.36% | 38.48%-23.1pp | 31.81%-16.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $13,897 | $2,725+409.9% | $2,279+509.9% | $4,156+234.4% |
| Participant deferral / active EE | $52,379 | $4,640+1028.8% | $4,048+1194.1% | $6,407+717.6% |
| Admin fee / account holder | $14,471 | $10,129+42.9% | $8,703+66.3% | $12,270+17.9% |