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 | $121,779 | $99,877+21.9% | $84,966+43.3% | $145,922-16.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 83.76%-73.1pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $6,187 | $3,231+91.5% | $2,727+126.9% | $4,660+32.8% |
| Participant deferral / active EE | $25,423 | $5,291+380.5% | $4,519+462.5% | $6,688+280.1% |
| Admin fee / account holder | $5,770 | $7,248-20.4% | $6,149-6.2% | $13,397-56.9% |