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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $345,939 | $185,822+86.2% | $169,993+103.5% | $139,434+148.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -8.55% | 60.50%-69.0pp | 53.37%-61.9pp | 372.94%-381.5pp |
| Employer contribution / active EE | $51,917 | $7,590+584.0% | $6,785+665.2% | $4,751+992.8% |
| Participant deferral / active EE | $52,489 | $11,622+351.6% | $10,408+404.3% | $6,710+682.2% |
| Admin fee / account holder | $80,563 | $15,381+423.8% | $12,815+528.7% | $11,403+606.5% |