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 7-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 | $223,704 | $109,982+103.4% | $97,226+130.1% | $145,922+53.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.28% | 242.90%-232.6pp | 75.13%-64.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $11,814 | $3,084+283.1% | $2,729+332.9% | $4,660+153.5% |
| Participant deferral / active EE | $32,547 | $4,676+596.1% | $4,264+663.4% | $6,688+386.7% |
| Admin fee / account holder | $3,354 | $6,221-46.1% | $5,654-40.7% | $13,397-75.0% |