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 | $294,673 | $172,478+70.8% | $145,661+102.3% | $142,382+107.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 13.91% | 151.09%-137.2pp | 101.46%-87.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $11,750 | $4,899+139.8% | $4,238+177.3% | $4,299+173.3% |
| Participant deferral / active EE | $27,250 | $8,348+226.4% | $7,198+278.6% | $6,507+318.8% |
| Admin fee / account holder | $309,543 | $16,864+1735.5% | $12,466+2383.0% | $12,624+2352.1% |