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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $579,018 | $295,684+95.8% | $154,803+274.0% | - |
| Participation rate | 0.0% | 53.1%-53.1pp | 78.1%-78.1pp | - |
| Annual return | 115.62% | 11.49%+104.1pp | 58.88%+56.7pp | - |
| Employer contribution / active EE | $0 | $1,145-100.0% | $4,305-100.0% | - |
| Participant deferral / active EE | $0 | $2,052-100.0% | $5,540-100.0% | - |
| Admin fee / account holder | $14,188 | $60,072-76.4% | $14,329-1.0% | - |