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.)
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 | $176,201 | $214,378-17.8% | $200,582-12.2% | $142,382+23.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.40% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $106,347 | $6,841+1454.5% | $6,419+1556.8% | $4,299+2373.7% |
| Participant deferral / active EE | $236,421 | $9,865+2296.6% | $9,331+2433.7% | $6,507+3533.2% |
| Admin fee / account holder | $22,158 | $17,692+25.2% | $16,305+35.9% | $12,624+75.5% |