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 | $200,588 | $70,756+183.5% | $65,493+206.3% | $142,382+40.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.51% | 1754.89%-1741.4pp | 982.45%-968.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,038 | $2,881+5.5% | $2,574+18.0% | $4,299-29.3% |
| Participant deferral / active EE | $3,690 | $4,637-20.4% | $3,961-6.8% | $6,507-43.3% |
| Admin fee / account holder | $16,107 | $6,559+145.6% | $5,028+220.3% | $12,624+27.6% |