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 | $5,790,502 | $748,053+674.1% | $493,514+1073.3% | - |
| Participation rate | 0.0% | 36.7%-36.7pp | 86.6%-86.6pp | - |
| Annual return | 6.38% | -17.34%+23.7pp | -7.53%+13.9pp | - |
| Employer contribution / active EE | $0 | $362-100.0% | $6,745-100.0% | - |
| Participant deferral / active EE | $0 | $1,422-100.0% | $3,576-100.0% | - |
| Admin fee / account holder | $171,738 | $22,312+669.7% | $31,190+450.6% | - |