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 | $162,006 | $185,822-12.8% | $169,993-4.7% | $139,434+16.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.61% | 60.50%-30.9pp | 53.37%-23.8pp | 372.94%-343.3pp |
| Employer contribution / active EE | $40,500 | $7,590+433.6% | $6,785+496.9% | $4,751+752.5% |
| Participant deferral / active EE | $27,000 | $11,622+132.3% | $10,408+159.4% | $6,710+302.4% |
| Admin fee / account holder | $31,250 | $15,381+103.2% | $12,815+143.9% | $11,403+174.1% |