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 | $72,400+93.3% | $67,502+107.3% | $145,922-4.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.68% | 7182.46%-7167.8pp | 3512.12%-3497.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $9,227 | $3,069+200.6% | $2,731+237.9% | $4,660+98.0% |
| Participant deferral / active EE | $12,430 | $4,783+159.9% | $4,000+210.8% | $6,688+85.9% |
| Admin fee / account holder | $3,274 | $5,539-40.9% | $3,998-18.1% | $13,397-75.6% |