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 | $140,116 | $108,919+28.6% | $100,391+39.6% | $145,922-4.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.97% | 57.88%-41.9pp | 49.20%-33.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $9,651 | $4,419+118.4% | $3,942+144.8% | $4,660+107.1% |
| Participant deferral / active EE | $22,125 | $8,445+162.0% | $8,082+173.8% | $6,688+230.8% |
| Admin fee / account holder | $938 | $9,689-90.3% | $7,899-88.1% | $13,397-93.0% |