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 7-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 | $295,325 | $126,574+133.3% | $106,213+178.0% | $145,922+102.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.65% | 224.79%-211.1pp | 116.14%-102.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,000 | $3,730-19.6% | $3,171-5.4% | $4,660-35.6% |
| Participant deferral / active EE | $11,500 | $5,724+100.9% | $5,016+129.3% | $6,688+72.0% |
| Admin fee / account holder | $62,011 | $17,304+258.4% | $11,033+462.0% | $13,397+362.9% |