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 | $66,528 | $99,921-33.4% | $85,009-21.7% | $145,959-54.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.32% | 83.89%-69.6pp | 66.47%-52.2pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,761 | $3,233-45.5% | $2,728-35.5% | $4,661-62.2% |
| Participant deferral / active EE | $4,063 | $5,293-23.2% | $4,522-10.1% | $6,689-39.2% |
| Admin fee / account holder | $5,032 | $7,252-30.6% | $6,153-18.2% | $13,398-62.4% |