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 | $88,710-68.5% | $81,783-65.8% | $145,959-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.00% | 1027.26%-1008.3pp | 775.05%-756.1pp | 561.95%-543.0pp |
| Employer contribution / active EE | $65,278 | $3,083+2017.2% | $2,913+2141.2% | $4,661+1300.6% |
| Participant deferral / active EE | $31,209 | $4,645+571.9% | $4,320+622.4% | $6,689+366.6% |
| Admin fee / account holder | $420 | $8,407-95.0% | $7,380-94.3% | $13,398-96.9% |