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 | $189,765 | $189,613+0.1% | $167,512+13.3% | $142,382+33.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.45% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,540 | $4,349+50.4% | $3,882+68.5% | $4,299+52.1% |
| Participant deferral / active EE | $10,361 | $6,981+48.4% | $6,405+61.8% | $6,507+59.2% |
| Admin fee / account holder | $5,150 | $10,528-51.1% | $9,769-47.3% | $12,624-59.2% |