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 | $65,395 | $88,751-26.3% | $81,812-20.1% | $145,922-55.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.76% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $5,172 | $3,083+67.7% | $2,912+77.6% | $4,660+11.0% |
| Participant deferral / active EE | $4,775 | $4,643+2.8% | $4,319+10.6% | $6,688-28.6% |
| Admin fee / account holder | $7,977 | $8,415-5.2% | $7,386+8.0% | $13,397-40.5% |