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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,571,530 | $493,607+218.4% | $354,050+343.9% | $357,791+339.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 80.0%+20.0pp | 85.6%+14.4pp |
| Annual return | 20.45% | -18.89%+39.3pp | -17.20%+37.6pp | 396.79%-376.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $3,792-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,143-100.0% | $4,870-100.0% | $5,521-100.0% |
| Admin fee / account holder | $47,627 | $15,161+214.1% | $12,771+272.9% | $28,387+67.8% |