Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $887 | $183,592-99.5% | $155,567-99.4% | $145,959-99.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.43% | 61.24%-39.8pp | 64.74%-43.3pp | 561.95%-540.5pp |
| Employer contribution / active EE | $81,342 | $5,315+1430.5% | $4,674+1640.3% | $4,661+1645.2% |
| Participant deferral / active EE | $52,304 | $6,464+709.1% | $5,628+829.4% | $6,689+682.0% |
| Admin fee / account holder | $42,582 | $19,318+120.4% | $15,916+167.5% | $13,398+217.8% |