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 | $460,681 | $159,901+188.1% | $146,958+213.5% | $145,922+215.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.58% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $23,097 | $5,286+336.9% | $4,933+368.2% | $4,660+395.7% |
| Participant deferral / active EE | $120,398 | $8,428+1328.5% | $8,070+1391.9% | $6,688+1700.3% |
| Admin fee / account holder | $116,761 | $15,044+676.1% | $12,998+798.3% | $13,397+771.5% |