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 | $323,844 | $133,922+141.8% | $116,228+178.6% | $142,382+127.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.62% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,000 | $3,446+74.1% | $2,994+100.4% | $4,299+39.6% |
| Participant deferral / active EE | $23,500 | $5,672+314.3% | $4,953+374.4% | $6,507+261.1% |
| Admin fee / account holder | $91,422 | $14,945+511.7% | $11,989+662.5% | $12,624+624.2% |