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 | $83,283 | $189,613-56.1% | $167,512-50.3% | $142,382-41.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.42% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $14,229 | $4,349+227.2% | $3,882+266.6% | $4,299+231.0% |
| Participant deferral / active EE | $19,500 | $6,981+179.3% | $6,405+204.5% | $6,507+199.7% |
| Admin fee / account holder | $28,444 | $10,528+170.2% | $9,769+191.2% | $12,624+125.3% |