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 | $316,585 | $176,056+79.8% | $159,436+98.6% | $167,490+89.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.87% | 331.75%-328.9pp | 263.57%-260.7pp | 478.56%-475.7pp |
| Employer contribution / active EE | $14,330 | $5,297+170.5% | $4,829+196.7% | $4,837+196.2% |
| Participant deferral / active EE | $29,915 | $7,750+286.0% | $7,352+306.9% | $6,341+371.8% |
| Admin fee / account holder | $2,134 | $12,554-83.0% | $10,799-80.2% | $12,309-82.7% |