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 | $312,154 | $138,065+126.1% | $123,544+152.7% | $135,375+130.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.12% | 153.68%-152.6pp | 119.20%-118.1pp | 519.73%-518.6pp |
| Employer contribution / active EE | $8,416 | $5,151+63.4% | $4,628+81.8% | $4,779+76.1% |
| Participant deferral / active EE | $10,915 | $6,799+60.5% | $6,426+69.9% | $5,609+94.6% |
| Admin fee / account holder | $26,940 | $10,916+146.8% | $9,284+190.2% | $10,827+148.8% |