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 6-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 | $27,956 | $88,751-68.5% | $81,812-65.8% | $145,922-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.00% | 1025.40%-1006.4pp | 773.79%-754.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $65,278 | $3,083+2017.1% | $2,912+2141.5% | $4,660+1300.9% |
| Participant deferral / active EE | $31,209 | $4,643+572.2% | $4,319+622.7% | $6,688+366.7% |
| Admin fee / account holder | $420 | $8,415-95.0% | $7,386-94.3% | $13,397-96.9% |