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 | $108,241 | $88,710+22.0% | $81,783+32.4% | $145,959-25.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.90% | 1027.26%-1016.4pp | 775.05%-764.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $14,453 | $3,083+368.8% | $2,913+396.2% | $4,661+210.1% |
| Participant deferral / active EE | $61,144 | $4,645+1216.4% | $4,320+1315.2% | $6,689+814.2% |
| Admin fee / account holder | $182,821 | $8,407+2074.6% | $7,380+2377.3% | $13,398+1264.6% |