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 | $110,458 | $73,515+50.3% | $62,995+75.3% | $147,584-25.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.79% | 175.43%-165.6pp | 87.57%-77.8pp | 578.55%-568.8pp |
| Employer contribution / active EE | $9,248 | $3,320+178.5% | $2,759+235.2% | $4,876+89.7% |
| Participant deferral / active EE | $9,200 | $4,185+119.8% | $3,329+176.3% | $5,439+69.2% |
| Admin fee / account holder | $4,218 | $5,953-29.2% | $3,600+17.2% | $10,885-61.3% |