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 | $284,104 | $140,940+101.6% | $112,229+153.1% | $139,434+103.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.14% | 32.71%-16.6pp | 30.20%-14.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $5,532 | $4,283+29.2% | $3,430+61.3% | $4,751+16.4% |
| Participant deferral / active EE | $36,336 | $5,874+518.6% | $4,798+657.3% | $6,710+441.5% |
| Admin fee / account holder | $144,952 | $9,954+1356.2% | $7,748+1770.7% | $11,403+1171.2% |