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 | $139,946 | $72,396+93.3% | $67,511+107.3% | $145,959-4.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.68% | 7194.07%-7179.4pp | 3517.41%-3502.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $9,227 | $3,071+200.5% | $2,733+237.7% | $4,661+98.0% |
| Participant deferral / active EE | $12,430 | $4,781+160.0% | $4,000+210.7% | $6,689+85.8% |
| Admin fee / account holder | $3,274 | $5,538-40.9% | $3,999-18.1% | $13,398-75.6% |